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Adviser Profile

As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 71 57.78%
of those in investment advisory functions 19 58.33%
Registration SEC, Approved, 08/13/2012
AUM* 12,855,520,555 52.76%
of that, discretionary 1,584,706,020 199.51%
Private Fund GAV* 234,008,654 27.05%
Avg Account Size 3,322,699 -28.69%
% High Net Worth 80.00% -7.56%
SMA’s Yes
Private Funds 16 3
Contact Info 305 xxxxxxx
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

9B 7B 6B 5B 4B 2B 1B
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 Count16 GAV$234,008,654

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Brochure Summary