Adviser Profile

AUM* 715,391,755 -2%
of that, discretionary 382,894,502 -47%
Number of Employees 20 -17%
of those in investment advisory functions 11 -42%
Private Fund GAV* 0 -100%
Avg Account Size 5,183,998 -67%
% High Net Worth 58.49% -2%
SMA’s Yes
Private Funds 0 3

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

728M 624M 520M 416M 312M 208M 104M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary