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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 6 -14.29%
of those in investment advisory functions 3
Registration SEC, Approved, 04/09/2013
AUM* 324,112,682 141.11%
of that, discretionary 324,112,682 141.11%
Private Fund GAV* 0 -100.00%
Avg Account Size 64,822,536 92.88%
SMA’s Yes
Private Funds 0 1
Contact Info 646 xxxxxxx
Websites

Client Types

- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

439M 376M 313M 251M 188M 125M 63M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary