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Overview

Articles

Insights

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

Assets

Assets

Last updated on May 16, 2019
    • $964.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $495.2K
      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

7

name start date
Raphael Ario Murray Lewis
February 2018
Catherine Eleanor Mulcahy
January 2019
David Patrick Beatson
November 2003
Olivia Brittany Stover
May 2019
Scott Stirling Walker
November 2003

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Augustine Sung Chun Hong Chief Executive Officer March, 2010 10% to 25%
    Lawrence Michael Waterhouse Executive Director December, 2017 10% to 25%
    Jonathan Andrew Ferguson Managing Partner, Chief Investment Officer December, 2017 10% to 25%
    Theresa Lee Chief Compliance Officer March, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees