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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees
of those in investment advisory functions
Registration SEC, Approved, 07/05/2012
AUM* 920,160,000 -46.14%
of that, discretionary 920,160,000 -46.14%
Private Fund GAV* 26,960,000 11.22%
Avg Account Size 4,201,644 -62.87%
% High Net Worth 85.59% 2.57%
SMA’s Yes
Private Funds 1
Contact Info 952 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

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

2B 1B 1B 976M 732M 488M 244M
2015 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$26,960,000

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Brochure Summary