other names
  • AEGIS CAPITAL CORP.
  • STERNAEGIS VENTURES
  • NUDAY CAPITAL LLC
  • GOTHAM EQUITIES
  • VAST WEALTH ADVISORS
  • SILVESTRI ASSET MANAGEMENT LLC
  • RIWM LLC
  • RG BAR INVESTMENT GROUP
  • MEL CAPITAL
  • MARC JACOBSON & ASSOCIATES
  • LARCHMONT WEALTH MANAGEMENT
  • KS CAPITAL MANAGEMENT
  • FARMER FINANCIAL
  • DYNAMIC CAPITAL HOLDING
  • BOGART VALUE PARTNERS
  • BLUE ANCHOR WEALTH MANAGEMENT
  • AMERICAN LEGACY WEALTH MANAGEMENT
  • ALPHA STRATEGIC ADVISORS
  • STANDARD INTEGRITY WEALTH MANAGEMENT, LLC
  • PAYNE LEGACY FINANCIAL
  • PAR FINANCIAL
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Adviser Profile

As of Date 05/16/2025
Adviser Type - Large advisory firm
Number of Employees 270 -9.09%
of those in investment advisory functions 90 18.42%
Registration SEC, Approved, 05/10/2010
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
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

541M 464M 387M 309M 232M 155M 77M
2015 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 Count45 GAV$301,268,642

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