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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 13 -13.33%
of those in investment advisory functions 7 -22.22%
Registration SEC, Approved, 08/31/2010
AUM* 6,281,000,000 1.29%
of that, discretionary 6,281,000,000 1.29%
Private Fund GAV* 1,741,000,000 -0.03%
Avg Account Size 25,741,803 11.67%
% High Net Worth 88.75% 1.54%
SMA’s Yes
Private Funds 6 1
Contact Info 610 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- 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
- Performance-based fees

Reported AUM

11B 10B 8B 6B 5B 3B 2B
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$20,000,000
Fund TypeOther Private Fund Count5 GAV$1,721,000,000

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Brochure Summary