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Multi-Family Office · Mid-sized ($1B–$10B)
CRD 173347
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ADV data as of Jun 13, 2025
- Regulatory AUM
- $4.7B
- Discretionary
- $3.0B
- Clients
- 281
- Avg AUM / client
- $16.7M
- Accounts
- 1,511
- Employees
- 35
AUM over time
$0
$4.7B
Nov 2014
Jun 2025
Annual snapshots from Form ADV filings · as of Jun 13, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 116 | $27.4M | 0.58% |
| High net worth individuals | 146 | $4.3B | 92.9% |
| Charitable organizations | 19 | $303M | 6.48% |
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
- Charles Schwab & Co. $2.1B (45% of AUM) Jun 2025
- Fidelity Brokerage Services $378M (8% of AUM) Jun 2025
- J.P. Morgan $324M (7% of AUM) Jun 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: Jun 13, 2025.