Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 08/13/2012
Contact Info 201 xxxxxxx
Websites
AUM* 507,195,287 42%
of that, discretionary 479,547,348 44%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 490,518 49%
% High Net Worth 58.88% -13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

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

Reported AUM

480M 411M 343M 274M 206M 137M 69M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser COVE PRIVATE WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM455.5m #Funds-
Adviser KEVIN M. GIBNEY AND COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM306.9m #Funds-
Adviser SEVEN SPRINGS WEALTH GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.4b #Funds-
Adviser TORREY WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM176.7m #Funds-
Adviser INTEGRATED INVESTMENT CONSULTANTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser WITHUM WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.3b #Funds-
Adviser HEYDORN STONE CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM142.0m #Funds-
Adviser EVERGREEN CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund395.2m Real Estate Fund39.6m Securitized Asset Fund- Venture Capital Fund- Other Fund40.0m Total Private Fund GAV474.8m AUM7.2b #Funds10
Adviser SAGEBROADVIEW WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM397.2m #Funds-
Adviser NORTHEAST FINANCIAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.6b #Funds-

Brochure Summary