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Adviser Profile

As of Date 12/03/2024
Adviser Type - Large advisory firm
Number of Employees 14 27.27%
of those in investment advisory functions 8 60.00%
Registration SEC, Approved, 09/20/2013
AUM* 1,387,863,426 9.80%
of that, discretionary 1,387,863,426 9.80%
Private Fund GAV* 759,073,172
Avg Account Size 1,191,299 10.93%
% High Net Worth 76.65% -1.16%
SMA’s Yes
Private Funds 5 2
Contact Info 952 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

1B 1B 1B 835M 626M 417M 209M
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 Count5 GAV$759,073,172

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Brochure Summary