other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 43 4.88%
of those in investment advisory functions 15 -40.00%
Registration Georgia, Terminated, 01/09/2009
Other registrations (2)
AUM* 6,866,502,932 51.55%
of that, discretionary 6,866,502,932 51.55%
Private Fund GAV* 0 -100.00%
Avg Account Size 467,618 45.34%
% High Net Worth 7.29% 150.07%
SMA’s Yes
Private Funds 0 1
Contact Info 770 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

Reported AUM

6B 5B 4B 3B 2B 2B 787M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary