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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 31 24.00%
of those in investment advisory functions 14 40.00%
Registration SEC, Approved, 06/08/2007
AUM* 2,259,771,653 26.04%
of that, discretionary 2,085,679,833 26.89%
Private Fund GAV* 120,428,572 4.81%
Avg Account Size 851,459 5.05%
% High Net Worth 68.13% -3.26%
SMA’s Yes
Private Funds 1
Contact Info (41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

2B 2B 1B 1B 837M 558M 279M
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$120,428,572

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Brochure Summary