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Multi-Family Office · Mid-sized ($1B–$10B)
CRD 134062
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ADV data as of Jan 29, 2025
- Regulatory AUM
- $5.9B
- Discretionary
- $5.9B
- Clients
- 164
- Avg AUM / client
- $36.0M
- Accounts
- 797
- Employees
- 49
AUM over time
$1.1B
$5.9B
Dec 2011
Dec 2024
Annual snapshots from Form ADV filings · as of Jan 29, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 56 | $18.2M | 0.31% |
| High net worth individuals | 98 | $5.1B | 85.7% |
| Pooled investment vehicles (non-investment companies) | 10 | $827M | 14.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $4.3B (73% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jan 29, 2025.