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Adviser Profile

As of Date 02/29/2024
Adviser Type - Large advisory firm
Number of Employees 257 -13.47%
of those in investment advisory functions 63 -17.11%
Registration Nevada, Terminated, 12/5/2014
Other registrations (16)

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- 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
- Hourly charges

Recent News

Reported AUM

Discretionary
Non-discretionary
541M 464M 387M 309M 232M 155M 77M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count37 GAV$293,766,672

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