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Adviser Profile

As of Date 11/14/2024
Adviser Type - Large advisory firm
Number of Employees 14 7.69%
of those in investment advisory functions 8
Registration Tennessee, Terminated, 05/04/2014
Other registrations (3)
AUM* 1,791,409,490 24.09%
of that, discretionary 1,377,617,995 19.02%
Private Fund GAV* 109,209,976
Avg Account Size 757,147 13.28%
% High Net Worth 37.81% 14.76%
SMA’s Yes
Private Funds 4
Contact Info 901 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
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1B 992M 827M 661M 496M 331M 165M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$39,639,497
Fund TypePrivate Equity Fund Count3 GAV$69,570,479

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Brochure Summary