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Adviser Profile

As of Date 03/28/2025
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* 189,572,914 -55.50%
of that, discretionary 181,466,427 -56.44%
Private Fund GAV* 372,198 -42.66%
Avg Account Size 273,554 -32.45%
% High Net Worth 11.86% 4.14%
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$372,198

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Brochure Summary