| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 08/27/2020 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 20 5.26% |
| of those in investment advisory functions | 17 30.77% |
| AUM* | 621,311,581 107.10% |
| of that, discretionary | 621,311,581 107.10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 155,327,895 3.55% |
| SMA’s | No |
| Private Funds | 0 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees