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Adviser Profile

As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 6 -40.00%
of those in investment advisory functions 6
Registration SEC, Approved, 10/14/2009
AUM* 204,177,029 15.08%
of that, discretionary 204,177,029 15.08%
Private Fund GAV* 0 -100.00%
Avg Account Size 51,044,257 43.85%
SMA’s Yes
Private Funds 0 1
Contact Info 425 xxxxxxx
Websites

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
983M 843M 702M 562M 421M 281M 140M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary