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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 13 -13.33%
of those in investment advisory functions 5
Registration SEC, Approved, 05/12/2009
AUM* 1,556,018,000 10.83%
of that, discretionary 147,072,000 14.01%
Private Fund GAV* 370,227,000 3.18%
Avg Account Size 74,096,095 0.27%
% High Net Worth 76.19% -9.52%
SMA’s Yes
Private Funds 5 2
Contact Info 817 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

1B 1B 911M 729M 546M 364M 182M
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 Count5 GAV$370,227,000

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Brochure Summary