| As of Date | 03/30/2026 |
| ADV Location | United States, IL / United States, TX |
| Adviser Type - Large advisory firm | |
| Number of Employees | 19 -39% |
| of those in investment advisory functions | 11 -35% |
| AUM* | 1,656,896,240 -43% |
| of that, discretionary | 1,635,811,963 -43% |
| Private Fund GAV* | 1,284,946,986 -56% |
| Avg Account Size | 5,896,428 -42% |
| High Net Worth | 61.97% 11% |
| SMA’s | Yes |
| Private Funds | 28 5 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count19 | GAV$1,256,802,267 |
| Fund TypeReal Estate Fund | Count2 | GAV$15,469,719 |
| Fund TypeOther Private Fund | Count7 | GAV$12,675,000 |