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Multi-Family Office · Boutique (under $100M)
CRD 171291
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ADV data as of Feb 25, 2025
- Regulatory AUM
- $47.1M
- Discretionary
- $47.1M
- Clients
- 4
- Avg AUM / client
- $11.8M
- Accounts
- 12
- Employees
- 2
AUM over time
$0
$60.2M
Dec 2013
Dec 2024
Annual snapshots from Form ADV filings · as of Feb 25, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4 | $47.1M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Oppenheimer & Co. Inc. $47.1M (100% of AUM) Feb 2025
- J.P. Morgan $1.4M (4% of AUM) Mar 2024
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: Feb 25, 2025.