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Adviser Profile

As of Date 03/18/2025
Adviser Type - Large advisory firm
Number of Employees 12 20.00%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 04/18/2012
AUM* 2,621,001,866 60.23%
of that, discretionary 1,662,453,167 40.58%
Private Fund GAV* 1,246,245 91066.42%
Avg Account Size 131,050,093 20.17%
% High Net Worth 95.00% 1.79%
SMA’s Yes
Private Funds 1
Contact Info 415 xxxxxxx
Websites

Client Types

- 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
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

1B 1B 896M 717M 537M 358M 179M
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$1,246,245

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Brochure Summary