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Adviser Profile

As of Date 04/15/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 5
Registration SEC, Approved, 08/05/2008
AUM* 615,686,680 19.93%
of that, discretionary 615,686,680 19.93%
Private Fund GAV* 71,563,193
Avg Account Size 1,800,253 24.84%
% High Net Worth 57.35% -0.66%
SMA’s Yes
Private Funds 1
Contact Info 978 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other

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

Discretionary
Non-discretionary
764M 655M 545M 436M 327M 218M 109M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$71,563,193

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Brochure Summary