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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 20 17.65%
of those in investment advisory functions 6 -50.00%
Registration SEC, Approved, 03/30/2012
AUM* 615,442,496 17.53%
of that, discretionary 604,257,030 25.80%
Private Fund GAV* 0
Avg Account Size 3,557,471 3.27%
% High Net Worth 53.76% 16.73%
SMA’s Yes
Private Funds 0
Contact Info 972 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

506M 434M 362M 289M 217M 145M 72M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary