Adviser Profile

As of Date 10/06/2024
Registration status Terminated
ADV Location HADDONFIELD, NJ, United States
Contact Info 856 xxxxxxx
Websites
AUM* 458,530,280 7%
of that, discretionary 0
Number of Employees 65 25%
of those in investment advisory functions 65 25%
Private Fund GAV* 0
Avg Account Size 21,834,775 -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

459M 393M 328M 262M 197M 131M 66M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary