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Adviser Profile

As of Date 11/13/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 5
Registration SEC, Approved, 02/07/2012
AUM* 353,137,993 6.35%
of that, discretionary 351,020,968 6.26%
Private Fund GAV* 6,233,000
Avg Account Size 1,173,216 184.43%
% High Net Worth 17.94% 10.20%
SMA’s Yes
Private Funds 1
Contact Info 917 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

330M 283M 236M 189M 142M 94M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$6,233,000

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Brochure Summary