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Adviser Profile

As of Date 01/22/2025
Adviser Type - Large advisory firm
Number of Employees 7 600.00%
of those in investment advisory functions
Registration SEC, Approved, 05/12/2015
Other registrations (1)
AUM* 742,610,391 66.16%
of that, discretionary 742,610,391 66.16%
Private Fund GAV* 216,783,444 17.53%
Avg Account Size 123,768,399 66.16%
SMA’s Yes
Private Funds 2 1
Contact Info (23 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

477M 409M 341M 273M 205M 136M 68M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$216,783,444

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