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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 13, 2019
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 25
      Accounts
    • $80.1M
      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

1

name start date
Thomas Frederick Hines
June 2010

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ellen Beskind Safir Ceo March, 2002 50% to 75%
    Nils Christian Overdahl Senior Portfolio Manager September, 2004 25% to 50%
    Eric Joseph Patlovich Portfolio Manager December, 2010 10% to 25%
    Thomas Frederick Hines Chief Compliance Officer June, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Performance-Based Fees