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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 10/11/2002
AUM* 318,427,315 28.35%
of that, discretionary 318,427,315 28.35%
Private Fund GAV* 9,095,837 7.39%
Avg Account Size 3,249,258 42.76%
% High Net Worth 67.44% 12.40%
SMA’s Yes
Private Funds 1
Contact Info 650 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

323M 276M 230M 184M 138M 92M 46M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$9,095,837

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Brochure Summary