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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 69 30.19%
of those in investment advisory functions 30 30.43%
Registration SEC, Approved, 02/13/2012
AUM* 4,647,085,822 39.47%
of that, discretionary 1,956,921,871 36.47%
Private Fund GAV* 31,445,036 -7.58%
Avg Account Size 552,370 -0.70%
% High Net Worth 53.48% 15.17%
SMA’s Yes
Private Funds 1
Contact Info 312 xxxxxxx
Websites

Client Types

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

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

2B 2B 1B 1B 813M 542M 271M
2015 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$31,445,036

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Brochure Summary