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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 5, 2019
    • $518.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $513.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

6

name start date
Stacy Kelly Bakri
July 2007
Katherine Barrett Fries
January 2005
Donald Patrick Lord
June 2003
Nathan Joseph Gendelman
September 2002
Charles Anderson Moore
March 2013

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Nathan Joseph Gendelman President & Director Of Investments December, 2012 75% or more
    Katherine Barrett Fries Chief Compliance Officer January, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees