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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 9 12.50%
of those in investment advisory functions 8 14.29%
Registration SEC, Approved, 10/03/2013
AUM* 298,314,709 46.41%
of that, discretionary 298,314,709 46.41%
Private Fund GAV* 144,879,298 4.85%
Avg Account Size 37,289,339 28.11%
% High Net Worth 62.50% -12.50%
SMA’s Yes
Private Funds 3 1
Contact Info 414 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

211M 180M 150M 120M 90M 60M 30M
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 Count3 GAV$144,879,298

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