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Multi-Family Office · Mid-sized ($1B–$10B)
CRD 287758
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ADV data as of May 19, 2025
- Regulatory AUM
- $5.6B
- Discretionary
- $4.7B
- Clients
- 340
- Avg AUM / client
- $16.6M
- Accounts
- 340
- Employees
- 34
AUM over time
$1.9B
$5.6B
Dec 2016
May 2025
Annual snapshots from Form ADV filings · as of May 19, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 337 | $5.6B | 99.6% |
| Charitable organizations | 3 | $25.1M | 0.44% |
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
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $4.1B (72% of AUM) May 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: May 19, 2025.