| As of Date | 01/13/2026 |
| ADV Location | United States, IL / United States, TX |
| Adviser Type - Large advisory firm | |
| Number of Employees | 17 -45% |
| of those in investment advisory functions | 9 -47% |
| AUM* | 1,759,154,993 -39% |
| of that, discretionary | 1,737,151,621 -39% |
| Private Fund GAV* | 1,356,821,614 -53% |
| Avg Account Size | 5,983,520 -41% |
| High Net Worth | 68.49% 22% |
| SMA’s | Yes |
| Private Funds | 30 3 |
| Websites |
- 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 | Count21 | GAV$1,328,057,413 |
| Fund TypeReal Estate Fund | Count2 | GAV$16,089,201 |
| Fund TypeOther Private Fund | Count7 | GAV$12,675,000 |