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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 50 19.05%
of those in investment advisory functions 20
Registration California, Terminated, 05/29/2008
Other registrations (2)
AUM* 1,676,677,683 1.08%
of that, discretionary 1,459,789,050 3.15%
Private Fund GAV* 52,170,176 38.00%
Avg Account Size 4,321,334 -10.91%
% High Net Worth 64.82% -0.78%
SMA’s Yes
Private Funds 9 8
Contact Info 305 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

2B 1B 1B 863M 647M 431M 216M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$17,825,000
Fund TypeReal Estate Fund Count2 GAV$34,345,176

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Brochure Summary