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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 21 16.67%
of those in investment advisory functions 15 25.00%
Registration SEC, Approved, 02/20/2004
AUM* 5,918,958,676 47.32%
of that, discretionary 837,277,010 -30.25%
Private Fund GAV* 559,009,340 41.38%
Avg Account Size 269,043,576 -12.95%
% High Net Worth 6.67% 100.00%
SMA’s Yes
Private Funds 4 2
Contact Info 216 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

11B 10B 8B 7B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$559,009,340

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Brochure Summary