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Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 31, 2016
    • $15.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 20
      Accounts
    • $759.5M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

0

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

Leadership

Ownership

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

Executives and Control Persons

Name Title Tenure Date % Ownership
Andrew H. Warford Managing Partner January, 2013 25% to 50%
John T Mccafferty General Counsel And Chief Compliance Officer September, 2004 less than 5%
Lee Ainslie Managing Partner August, 1993 less than 5%
William Keith Hennington Chief Financial Officer January, 2007 less than 5%
William Rice Goodell Chief Operating Officer September, 2008 less than 5%
    Source: SEC

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Performance-Based Fees