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Multi-Family Office · Small ($100M–$1B)
CRD 107615
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ADV data as of Mar 07, 2025
- Regulatory AUM
- $982M
- Discretionary
- $982M
- Clients
- 81
- Avg AUM / client
- $12.1M
- Accounts
- 81
- Employees
- 10
AUM over time
$982M
$143B
Apr 2, 2012
Mar 7, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 07, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 71 | $764M | 77.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $46.0M | 4.69% |
| Charitable organizations | 3 | $21.9M | 2.23% |
| Corporations and other businesses | 6 | $150M | 15.3% |
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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $922M (94% of AUM) Mar 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: Mar 07, 2025.