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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 10 25.00%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 10/07/2010
AUM* 505,099,472 7.27%
of that, discretionary 499,378,683 6.97%
Private Fund GAV* 310,785,489
Avg Account Size 1,231,950 52.01%
% High Net Worth 90.82% 0.69%
SMA’s Yes
Private Funds 8 1
Contact Info 215 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

467M 400M 333M 267M 200M 133M 67M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count8 GAV$310,785,489

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Brochure Summary