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Multi-Family Office · Mid-sized ($1B–$10B)
CRD 136314
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $4.3B
- Discretionary
- $308M
- Clients
- 76
- Avg AUM / client
- $56.8M
- Accounts
- 77
- Employees
- 33
AUM over time
$766M
$4.3B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $2.9M | 0.07% |
| High net worth individuals | 68 | $4.3B | 99.8% |
| Pooled investment vehicles (non-investment companies) | 3 | $6.9M | 0.16% |
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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $791M (18% of AUM) Mar 2026
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: Mar 30, 2026.