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Multi-Family Office · Mid-sized ($1B–$10B)
CRD 169314
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ADV data as of Sep 04, 2025
- Regulatory AUM
- $2.2B
- Discretionary
- $674M
- Clients
- 38
- Avg AUM / client
- $59.0M
- Accounts
- 523
- Employees
- 6
AUM over time
$114M
$2.2B
Jul 11, 2014
Sep 4, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 04, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 38 | $2.1B | 95.7% |
| Charitable organizations | 0 | $97.1M | 4.33% |
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 businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (68% of AUM) Sep 2025
- Fidelity Distributors Company Llc $325M (14% 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 04, 2025.