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Adviser Profile

As of Date 01/31/2024
Adviser Type - Large advisory firm
Number of Employees 17 -5.56%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 04/03/2008
AUM* 1,225,651,951 6.17%
of that, discretionary 601,170,503 16.80%
Private Fund GAV* 3,243,663
Avg Account Size 5,043,835 -9.12%
% High Net Worth 98.72% 0.13%
SMA’s Yes
Private Funds 1
Contact Info 305 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

640M 548M 457M 366M 274M 183M 91M
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$3,243,663

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Brochure Summary