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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 30 11.11%
of those in investment advisory functions 29 26.09%
Registration SEC, Approved, 02/19/2004
AUM* 2,005,963,177 -3.47%
of that, discretionary 2,005,963,177 -3.47%
Private Fund GAV* 690,830,386 3.14%
Avg Account Size 143,283,084 17.21%
SMA’s Yes
Private Funds 6 1
Contact Info 404 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

2B 2B 1B 1B 891M 594M 297M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count6 GAV$690,830,386

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Brochure Summary