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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 4 -33.33%
Registration SEC, Approved, 06/18/2004
AUM* 484,894,954 20.38%
of that, discretionary 484,894,954 20.38%
Private Fund GAV* 458,401,247 2.54%
Avg Account Size 161,631,651 -19.74%
SMA’s Yes
Private Funds 2
Contact Info 954 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

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

776M 665M 554M 443M 333M 222M 111M
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 Count2 GAV$458,401,247

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Brochure Summary