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Adviser Profile

As of Date 12/12/2024
Adviser Type - Large advisory firm
Number of Employees 5 -16.67%
of those in investment advisory functions 1 -66.67%
Registration SEC, Approved, 11/30/2006
AUM* 347,052,630 11.68%
of that, discretionary 329,894,461 12.14%
Private Fund GAV* 16,419,797
Avg Account Size 535,575 1.16%
% High Net Worth 57.29% -0.18%
SMA’s Yes
Private Funds 3
Contact Info 404 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services

Compensation Arrangments

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

Reported AUM

302M 259M 215M 172M 129M 86M 43M
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 Count3 GAV$16,419,797

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Brochure Summary