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Multi-Family Office · Mid-sized ($1B–$10B)
CRD 110361
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ADV data as of Sep 09, 2025
- Regulatory AUM
- $4.6B
- Discretionary
- $4.6B
- Clients
- 292
- Avg AUM / client
- $15.7M
- Accounts
- 1,596
- Employees
- 8
AUM over time
$2.4B
$4.6B
Mar 16, 2012
Sep 9, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 09, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $34.1M | 0.74% |
| High net worth individuals | 241 | $4.6B | 99.3% |
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
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $3.1B (66% of AUM) Sep 2025
- Charles Schwab & Co. $579M (13% of AUM) Sep 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: Sep 09, 2025.