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Adviser Profile

As of Date 08/30/2024
Adviser Type - Large advisory firm
Number of Employees 6 -14.29%
of those in investment advisory functions 3 -25.00%
Registration SEC, Approved, 11/24/2010
AUM* 471,863,340 10.75%
of that, discretionary 461,615,897 10.80%
Private Fund GAV* 649,082
Avg Account Size 449,822 11.07%
% High Net Worth 12.15% 6.73%
SMA’s Yes
Private Funds 1
Contact Info (25 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

483M 414M 345M 276M 207M 138M 69M
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$649,082

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Brochure Summary