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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 6 -14.29%
of those in investment advisory functions 4 -20.00%
Registration Pennsylvania, Terminated, 09/04/2014
Other registrations (1)
AUM* 508,437,827 10.54%
of that, discretionary 385,164,377 -12.08%
Private Fund GAV* 129,627,179 11.49%
Avg Account Size 1,513,208 -9.86%
% High Net Worth 32.58% -18.54%
SMA’s Yes
Private Funds 6 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 Count4 GAV$126,482,791
Fund TypeSecuritized Asset Fund Count2 GAV$3,144,388

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Brochure Summary