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Multi-Family Office · Small ($100M–$1B)
CRD 105862
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ADV data as of May 29, 2025
- Regulatory AUM
- $276M
- Discretionary
- $9.1M
- Clients
- 7
- Avg AUM / client
- $39.5M
- Accounts
- 7
- Employees
- 2
AUM over time
$256M
$789M
Dec 2011
May 2025
Annual snapshots from Form ADV filings · as of May 29, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $276M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Morgan Stanley $267M (97% of AUM) May 2025
- Bessemer Trust $127M (17% of AUM) Apr 2023
- Stifel, Nicolaus & Company, Incorporated $93.6M (13% of AUM) Apr 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2025.