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Multi-Family Office · Small ($100M–$1B)
CRD 141343
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ADV data as of Mar 21, 2025
- Regulatory AUM
- $403M
- Discretionary
- $403M
- Clients
- 40
- Avg AUM / client
- $10.1M
- Accounts
- 258
- Employees
- 6
AUM over time
$14.6M
$403M
Feb 16, 2012
Mar 21, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 21, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $4.8M | 1.19% |
| High net worth individuals | 24 | $310M | 76.9% |
| Charitable organizations | 5 | $52.5M | 13.1% |
| Corporations and other businesses | Fewer than 5 | $35.5M | 8.81% |
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $269M (67% of AUM) Mar 2025
- Charles Schwab & Co. $123M (31% 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 21, 2025.