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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 12 20.00%
of those in investment advisory functions 7 40.00%
Registration SEC, Approved, 01/15/2008
AUM* 649,925,930 39.65%
of that, discretionary 649,925,930 39.65%
Private Fund GAV* 111,009,529 -0.19%
Avg Account Size 72,213,992 39.65%
% High Net Worth 9.09% 100.00%
SMA’s Yes
Private Funds 3 2
Contact Info 305 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
- Corporations or other businesses not listed above

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

465M 399M 332M 266M 199M 133M 66M
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$111,009,529

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Brochure Summary