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Adviser Profile

As of Date 02/20/2026
Registration SEC, Approved, 11/23/2012
ADV Location GROSSE POINTE FARMS, MI, United States
Contact Info 313 xxxxxxx
Websites
AUM* 1,539,404,905 25%
of that, discretionary 1,066,361,813 4%
Number of Employees 10
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 19,242,561 -17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 999M 832M 666M 499M 333M 166M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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