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Multi-Family Office · Small ($100M–$1B)
CRD 174508
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ADV data as of May 08, 2025
- Regulatory AUM
- $105M
- Discretionary
- $105M
- Clients
- 8
- Avg AUM / client
- $13.2M
- Accounts
- 8
- Employees
- 1
AUM over time
$90.5M
$154M
Mar 3, 2017
May 8, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $925K | 0.88% |
| High net worth individuals | 3 | $104M | 99.1% |
| Banking or thrift institutions | Fewer than 5 | — | — |
| Pension and profit sharing plans | Fewer than 5 | — | — |
| Charitable organizations | Fewer than 5 | — | — |
| State or municipal government entities | Fewer than 5 | — | — |
| Other investment advisers | Fewer than 5 | — | — |
| Insurance companies | Fewer than 5 | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | — | — |
| Corporations and other businesses | Fewer than 5 | — | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Wells Fargo $112M (106% of AUM) May 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 08, 2025.