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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
Registration Pennsylvania, Terminated, 09/04/2014
Other registrations (1)
AUM* 470,765,398 2.35%
of that, discretionary 373,380,582 -14.77%
Private Fund GAV* 116,264,130
Avg Account Size 1,337,402 -20.33%
% High Net Worth 31.76% -20.59%
SMA’s Yes
Private Funds 3
Contact Info 610 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

438M 375M 313M 250M 188M 125M 63M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count3 GAV$116,264,130

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Brochure Summary