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Adviser Profile

As of Date 11/12/2024
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 8
Registration New Jersey, Terminated, 01/13/2014
Other registrations (3)
AUM* 850,983,461 17.58%
of that, discretionary 839,825,866 17.31%
Private Fund GAV* 13,725,000
Avg Account Size 2,397,137 11.62%
% High Net Worth 58.03% 4.57%
SMA’s Yes
Private Funds 1
Contact Info 215 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 883M 706M 530M 353M 177M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$13,725,000

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Brochure Summary