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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 6 50.00%
of those in investment advisory functions 4 100.00%
Registration SEC, Approved, 01/05/2007
AUM* 127,337,225 2.33%
of that, discretionary 127,337,225 221.45%
Private Fund GAV* 23,776,516 32.09%
Avg Account Size 1,384,100 66.85%
% High Net Worth 27.45% 42.75%
SMA’s Yes
Private Funds 1 1
Contact Info 877 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

125M 107M 89M 72M 54M 36M 18M
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 Count1 GAV$23,776,516

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Brochure Summary