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Adviser Profile

As of Date 03/06/2025
Adviser Type - Large advisory firm
Number of Employees 16 -5.88%
of those in investment advisory functions 8
Registration SEC, Approved, 09/14/2007
AUM* 3,841,850,195 -1.57%
of that, discretionary 3,841,850,195 -1.57%
Private Fund GAV* 1,511,773,239 -8.99%
Avg Account Size 174,629,554 20.80%
% High Net Worth 4.76% 100.00%
SMA’s Yes
Private Funds 5 1
Contact Info 804 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

5B 4B 3B 3B 2B 1B 675M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$1,254,298,397
Fund TypeOther Private Fund Count2 GAV$257,474,842

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