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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 5 25.00%
of those in investment advisory functions 4
Registration SEC, Approved, 08/20/2008
AUM* 1,681,945,178 -6.44%
of that, discretionary 1,681,945,178 -6.44%
Private Fund GAV* 1,283,595,874 -6.62%
Avg Account Size 14,016,210 -18.91%
% High Net Worth 95.00% 0.82%
SMA’s Yes
Private Funds 6
Contact Info 720 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

Compensation Arrangments

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

Reported AUM

2B 2B 1B 1B 770M 514M 257M
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 Count6 GAV$1,283,595,874

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