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Adviser Profile

As of Date 01/28/2025
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 03/10/2011
AUM* 1,412,696,239 24.55%
of that, discretionary 1,307,264,946 15.25%
Private Fund GAV* 219,432,049 16.80%
Avg Account Size 31,393,250 21.78%
% High Net Worth 76.60% -8.51%
SMA’s Yes
Private Funds 1
Contact Info 404 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- 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)
- Performance-based fees

Reported AUM

1B 1B 982M 786M 589M 393M 196M
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$219,432,049

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