ROYAL FUND MANAGEMENT, LLC
CRD #144434 SEC #801-77918 LADY LAKE, FL 352-750-1637
SEC Registered Disclosures
Total AUM
$1.3B
Discretionary
$1.2B
Employees
93
Clients
26
Accounts
10,143
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Dec 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Nov 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Nov 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Nov 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Oct 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Jul 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Jul 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Jun 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Jun 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| May 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Mar 2025 | $1.3B | $1.2B | $67.7M | 93 | 9 |
| Jan 2025 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Dec 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Dec 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Nov 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Oct 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Sep 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Aug 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Aug 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Jul 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Jul 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| May 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Apr 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Mar 2024 | $1.4B | $1.2B | $146.8M | 93 | 6 |
| Jan 2024 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Jan 2024 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Jan 2024 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Nov 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Nov 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Nov 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Oct 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Sep 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Sep 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Aug 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Jul 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Mar 2023 | $1.1B | $969.2M | $114.9M | 90 | 3 |
| Dec 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Dec 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Sep 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Aug 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Jul 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Jul 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Mar 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Mar 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Mar 2022 | $1.1B | $1B | $85.3M | 90 | 4 |
| Feb 2022 | $855M | $785.8M | $69.3M | 92 | 1 |
| Feb 2022 | $855M | $785.8M | $69.3M | 92 | 1 |
| Jan 2022 | $855M | $785.8M | $69.3M | 92 | 1 |
| Oct 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Sep 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Sep 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Sep 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Aug 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Aug 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Aug 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Aug 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Aug 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Jul 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Jun 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Jun 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Apr 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Apr 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Mar 2021 | $855M | $785.8M | $69.3M | 92 | 1 |
| Jan 2021 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Jan 2021 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Jan 2021 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Jan 2021 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Nov 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Oct 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Oct 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Sep 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Sep 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Aug 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Aug 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Aug 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Jul 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Jun 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Jun 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Apr 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Apr 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Apr 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Apr 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Mar 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Mar 2020 | $636.8M | $593.1M | $43.7M | 106 | 4 |
| Mar 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Feb 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Feb 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Feb 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Feb 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Jan 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Jan 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Jan 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Jan 2020 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Dec 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Dec 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Nov 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Nov 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Nov 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Nov 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Oct 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Oct 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Oct 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Sep 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Sep 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Aug 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Aug 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Aug 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Aug 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Jul 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Jul 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Jun 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| May 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| May 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| May 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| May 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Apr 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Apr 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Apr 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Apr 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Apr 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Mar 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Mar 2019 | $510.2M | $473.5M | $36.7M | 112 | 4 |
| Mar 2019 | $445.7M | $425.6M | $20M | 113 | 0 |
| Mar 2019 | $445.7M | $425.6M | $20M | 113 | 0 |
| Feb 2019 | $445.7M | $425.6M | $20M | 113 | 0 |
| Feb 2019 | $445.7M | $425.6M | $20M | 113 | 0 |
| Jan 2019 | $445.7M | $425.6M | $20M | 113 | 0 |
| Dec 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Dec 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Dec 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Dec 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Dec 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Dec 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Nov 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Nov 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Nov 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Oct 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Oct 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Sep 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Sep 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Aug 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Aug 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Aug 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Aug 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Jul 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Jul 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| May 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Apr 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Mar 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Mar 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Mar 2018 | $445.7M | $425.6M | $20M | 113 | 0 |
| Mar 2018 | $324M | $310.1M | $13.9M | 107 | 0 |
| Feb 2018 | $324M | $310.1M | $13.9M | 107 | 0 |
| Feb 2018 | $324M | $310.1M | $13.9M | 107 | 0 |
| Jan 2018 | $324M | $310.1M | $13.9M | 107 | 0 |
| Jan 2018 | $324M | $310.1M | $13.9M | 107 | 0 |
| Jan 2018 | $324M | $310.1M | $13.9M | 107 | 0 |
| Jan 2018 | $324M | $310.1M | $13.9M | 107 | 0 |
| Dec 2017 | $324M | $310.1M | $13.9M | 107 | 0 |
| Dec 2017 | $324M | $310.1M | $13.9M | 107 | 0 |
| Dec 2017 | $324M | $310.1M | $13.9M | 107 | 0 |
| Sep 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Sep 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Sep 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Sep 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Sep 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Aug 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Aug 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Aug 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Jul 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Jul 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Jun 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Jun 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| May 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| May 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| May 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Apr 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Apr 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Apr 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Apr 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Apr 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Apr 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Mar 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Mar 2017 | $324M | $310.1M | $13.9M | 107 | 3,085 |
| Feb 2017 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Feb 2017 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Feb 2017 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jan 2017 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jan 2017 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jan 2017 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Dec 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Dec 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Dec 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Dec 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Dec 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Nov 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Oct 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Oct 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Oct 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Oct 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Oct 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Sep 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Sep 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Sep 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Sep 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Aug 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jul 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jul 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jul 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jun 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jun 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jun 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jun 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jun 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Jun 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| May 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Apr 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Apr 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Apr 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Apr 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Mar 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Mar 2016 | $213.7M | $203.4M | $10.2M | 95 | 2,060 |
| Mar 2016 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Mar 2016 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Feb 2016 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jan 2016 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jan 2016 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jan 2016 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Dec 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Dec 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Dec 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Dec 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Nov 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Nov 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Nov 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Oct 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Oct 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Oct 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Oct 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Sep 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Sep 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Sep 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Aug 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Aug 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Aug 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Aug 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jul 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jul 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jul 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jul 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jul 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jun 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Jun 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| May 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| May 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Mar 2015 | $164.5M | $158.6M | $5.9M | 66 | 1,391 |
| Feb 2015 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Jan 2015 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Dec 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Dec 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Nov 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Oct 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Oct 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Sep 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Sep 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Aug 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Aug 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Jul 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Jul 2014 | $112M | $111.8M | $274.4K | 60 | 1,164 |
| Jun 2014 | $112M | $111.8M | $274.4K | 61 | 1,164 |
| Jun 2014 | $112M | $111.8M | $274.4K | 60 | 1,164 |
| Jun 2014 | $112M | $111.8M | $274.4K | 60 | 1,164 |
| May 2014 | $112M | $111.8M | $274.4K | 59 | 1,164 |
| May 2014 | $112M | $111.8M | $274.4K | 58 | 1,164 |
| May 2014 | $112M | $111.8M | $274.4K | 58 | 1,164 |
| May 2014 | $112M | $111.8M | $274.4K | 57 | 1,164 |
| May 2014 | $112M | $111.8M | $274.4K | 57 | 1,164 |
| Apr 2014 | $112M | $111.8M | $274.4K | 56 | 1,164 |
| Mar 2014 | $112M | $111.8M | $274.4K | 54 | 1,164 |
| Mar 2014 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Feb 2014 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Nov 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Oct 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Sep 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Aug 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Jun 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Jun 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Jun 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| May 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| May 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| May 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| May 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| May 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| May 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| May 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Apr 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Apr 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
| Apr 2013 | $69.2M | $61.6M | $7.7M | 5 | 642 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateDec 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateNov 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateNov 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateNov 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateOct 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateJul 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateJul 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateJun 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateJun 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateMay 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$67.7M
Employees93
Clients9
DateJan 2025
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateDec 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateDec 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateNov 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateOct 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateSep 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateAug 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateAug 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateJul 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateJul 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateMay 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateApr 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateMar 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.8M
Employees93
Clients6
DateJan 2024
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateJan 2024
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateJan 2024
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateNov 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateNov 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateNov 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateOct 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateSep 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateSep 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateAug 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateJul 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateMar 2023
Total AUM$1.1B
Discretionary$969.2M
Non-Disc.$114.9M
Employees90
Clients3
DateDec 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateDec 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateSep 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateAug 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateJul 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateJul 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees90
Clients4
DateFeb 2022
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateFeb 2022
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateJan 2022
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateOct 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateSep 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateSep 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateSep 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateAug 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateAug 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateAug 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateAug 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateAug 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateJul 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateJun 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateJun 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateApr 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateApr 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateMar 2021
Total AUM$855M
Discretionary$785.8M
Non-Disc.$69.3M
Employees92
Clients1
DateJan 2021
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateJan 2021
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateJan 2021
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateJan 2021
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateNov 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateOct 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateOct 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateSep 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateSep 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateAug 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateAug 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateAug 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateJul 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateJun 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateJun 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateApr 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateApr 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateApr 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateApr 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateMar 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateMar 2020
Total AUM$636.8M
Discretionary$593.1M
Non-Disc.$43.7M
Employees106
Clients4
DateMar 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateFeb 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateFeb 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateFeb 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateFeb 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateJan 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateJan 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateJan 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateJan 2020
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateDec 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateDec 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateNov 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateNov 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateNov 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateNov 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateOct 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateOct 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateOct 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateSep 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateSep 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateAug 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateAug 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateAug 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateAug 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateJul 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateJul 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateJun 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateMay 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateMay 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateMay 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateMay 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateApr 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateApr 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateApr 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateApr 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateApr 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateMar 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateMar 2019
Total AUM$510.2M
Discretionary$473.5M
Non-Disc.$36.7M
Employees112
Clients4
DateMar 2019
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateMar 2019
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateFeb 2019
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateFeb 2019
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateJan 2019
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateDec 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateDec 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateDec 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateDec 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateDec 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateDec 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateNov 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateNov 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateNov 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateOct 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateOct 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateSep 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateSep 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateAug 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateAug 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateAug 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateAug 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateJul 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateJul 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateMay 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateApr 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateMar 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateMar 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateMar 2018
Total AUM$445.7M
Discretionary$425.6M
Non-Disc.$20M
Employees113
Clients0
DateMar 2018
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateFeb 2018
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateFeb 2018
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateJan 2018
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateJan 2018
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateJan 2018
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateJan 2018
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateDec 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateDec 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateDec 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients0
DateSep 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateSep 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateSep 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateSep 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateSep 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateAug 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateAug 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateAug 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateJul 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateJul 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateJun 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateJun 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateMay 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateMay 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateMay 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateApr 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateApr 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateApr 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateApr 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateApr 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateApr 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateMar 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateMar 2017
Total AUM$324M
Discretionary$310.1M
Non-Disc.$13.9M
Employees107
Clients3,085
DateFeb 2017
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateFeb 2017
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateFeb 2017
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJan 2017
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJan 2017
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJan 2017
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateDec 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateDec 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateDec 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateDec 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateDec 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateNov 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateOct 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateOct 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateOct 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateOct 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateOct 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateSep 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateSep 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateSep 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateSep 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateAug 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJul 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJul 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJul 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJun 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJun 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJun 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJun 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJun 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateJun 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateMay 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateApr 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateApr 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateApr 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateApr 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateMar 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateMar 2016
Total AUM$213.7M
Discretionary$203.4M
Non-Disc.$10.2M
Employees95
Clients2,060
DateMar 2016
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateMar 2016
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateFeb 2016
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJan 2016
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJan 2016
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJan 2016
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateDec 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateDec 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateDec 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateDec 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateNov 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateNov 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateNov 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateOct 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateOct 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateOct 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateOct 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateSep 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateSep 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateSep 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateAug 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateAug 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateAug 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateAug 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJul 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJul 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJul 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJul 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJul 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJun 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateJun 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateMay 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateMay 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateMar 2015
Total AUM$164.5M
Discretionary$158.6M
Non-Disc.$5.9M
Employees66
Clients1,391
DateFeb 2015
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateJan 2015
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateDec 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateDec 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateNov 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateOct 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateOct 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateSep 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateSep 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateAug 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateAug 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateJul 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateJul 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees60
Clients1,164
DateJun 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees61
Clients1,164
DateJun 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees60
Clients1,164
DateJun 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees60
Clients1,164
DateMay 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees59
Clients1,164
DateMay 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees58
Clients1,164
DateMay 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees58
Clients1,164
DateMay 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees57
Clients1,164
DateMay 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees57
Clients1,164
DateApr 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees56
Clients1,164
DateMar 2014
Total AUM$112M
Discretionary$111.8M
Non-Disc.$274.4K
Employees54
Clients1,164
DateMar 2014
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateFeb 2014
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateNov 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateOct 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateSep 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateAug 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateJun 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateJun 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateJun 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateMay 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateMay 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateMay 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateMay 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateMay 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateMay 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateMay 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateApr 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateApr 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642
DateApr 2013
Total AUM$69.2M
Discretionary$61.6M
Non-Disc.$7.7M
Employees5
Clients642