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Multi-Family Office · Small ($100M–$1B)
CRD 176516
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ADV data as of Apr 17, 2026
- Regulatory AUM
- $715M
- Discretionary
- $383M
- Clients
- 53
- Avg AUM / client
- $13.5M
- Accounts
- 138
- Employees
- 20
AUM over time
$0
$782M
Apr 15, 2015
Apr 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 31 | $523M | 73.1% |
| Pooled investment vehicles (non-investment companies) | 3 | $43.2M | 6.04% |
| Charitable organizations | 10 | $94.5M | 13.2% |
| Other investment advisers | 9 | $54.6M | 7.63% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $185M (26% of AUM) Apr 2026
- Charles Schwab & Co. $85.3M (12% of AUM) Apr 2026
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: Apr 17, 2026.