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Adviser Profile

As of Date 03/05/2025
Adviser Type - Large advisory firm
Number of Employees 9 -10.00%
of those in investment advisory functions 5
Registration SEC, Approved, 01/19/2010
AUM* 1,615,696,217 6.58%
of that, discretionary 1,016,155,263 -23.29%
Private Fund GAV* 14,160,301 4.70%
Avg Account Size 43,667,465 -16.46%
% High Net Worth 8.11% 17.57%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Financial planning services
- 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

2B 2B 1B 1B 751M 501M 250M
2015 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 Count1 GAV$14,160,301

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Brochure Summary