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Adviser Profile

As of Date 03/21/2025
Adviser Type - Large advisory firm
Number of Employees 16 -5.88%
of those in investment advisory functions 4
Registration SEC, Approved, 07/28/2004
AUM* 1,460,957,454 -25.46%
of that, discretionary 1,460,957,454 -25.46%
Private Fund GAV* 0 -100.00%
Avg Account Size 16,601,789 -21.23%
SMA’s Yes
Private Funds 0
Contact Info 800 xxxxxxx
Websites

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 1B 1B 840M 560M 280M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary