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Adviser Profile

As of Date 05/22/2024
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* 266,495,000 30.79%
of that, discretionary 266,495,000 30.79%
Private Fund GAV* 138,179,000
Avg Account Size 38,070,714 30.79%
% High Net Worth 71.43%
SMA’s Yes
Private Funds 2
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 Count2 GAV$138,179,000

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