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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 21 5.00%
of those in investment advisory functions 8
Registration SEC, Approved, 04/25/2011
AUM* 2,303,385,718 14.38%
of that, discretionary 2,289,812,745 14.42%
Private Fund GAV* 70,110,991
Avg Account Size 1,989,107 7.07%
% High Net Worth 55.79% -6.00%
SMA’s Yes
Private Funds 1
Contact Info 619 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies

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
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 2B 1B 947M 631M 316M
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$70,110,991

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Brochure Summary