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Adviser Profile

As of Date 03/18/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 4
Registration Pennsylvania, Terminated, 03/06/2013
Other registrations (1)
AUM* 280,985,152 15.49%
of that, discretionary 280,985,152 15.49%
Private Fund GAV* 38,841,127
Avg Account Size 1,614,857 126.33%
% High Net Worth 98.28% -0.86%
SMA’s Yes
Private Funds 2
Contact Info 610 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 2B 2B 2B 1B 831M 415M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$38,841,127

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Brochure Summary