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Investment Adviser · Boutique (under $100M)
CRD 108568
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ADV data as of Mar 26, 2025
- Regulatory AUM
- $128K
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $128K
- Accounts
- 1
- Employees
- 79
AUM over time
$128K
$8.9B
Mar 30, 2012
Mar 26, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 1 | $128K | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ACQUISITION FEES
Services
- • Pension consulting services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2025.