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Multi-Family Office · Small ($100M–$1B)
CRD 332688
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ADV data as of Mar 04, 2025
- Regulatory AUM
- $379M
- Discretionary
- $359M
- Clients
- 32
- Avg AUM / client
- $11.9M
- Accounts
- 52
- Employees
- 3
AUM over time
$0
$379M
Jul 26, 2024
Mar 4, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.1M | 0.82% |
| High net worth individuals | 21 | $376M | 99.2% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2025.