Morgan Stanley Aip Gp Lp is a financial advisory firm based in West Conshohocken, Pennsylvania. It currently has approximately $29,855,724,984 of assets under management and employs about 193 people. Morgan Stanley Aip Gp Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Hirtle, Callaghan & Co., LLC is a financial advisor firm established in 1988, offering discretionary investment advisory services to individuals, families, trusts, pension plans, and charitable organizations. The firm acts as the "Chief Investment Office" for clients, employing a fundamentally based investment process to maximize returns within defined risk parameters. Their Chief Investment Officer Solution includes planning, implementation, supervision, and reporting components. Clients primarily utilize pooled investment vehicles and separately managed accounts to access specialist managers selected by the firm. For Advisory Clients, the minimum account size is $10 million, with fees calculated based on total assets under management, up to a maximum rate of 0.95% per annum. The firm does not charge performance-based fees for Advisory Clients but may receive continuation fees from former clients investing in HC Private Vehicles. Private Equity Investors in HC Private Vehicles pay management fees and may elect to pay incentive compensation. Hirtle, Callaghan & Co., LLC conducts thorough due diligence on specialist managers, focusing on experience, investment strategy, and risk management. The firm's investment process involves valuation analysis, macro and market indicators, and risk assessment to make asset allocation decisions. Clients should be prepared for potential investment losses and understand the risks associated with pooled investment vehicles. The firm maintains high ethical standards, with a Code of Ethics in place to guide employee conduct. Hirtle, Callaghan & Co., LLC does not compensate non-employees for client referrals and ensures client assets are held by independent custodians. Clients receive regular reports and have access to account information through an online portal. The firm exercises investment discretion and votes client securities in accordance with established policies. Financially, the firm has no conditions likely to impair meeting contractual commitments.

HC Capital Partners, LLC, established in March 2009, is a subsidiary of Hirtle, Callaghan & Co., LLC, an SEC-registered investment adviser since 1988. Specializing in discretionary investment advisory services, HC Capital manages private investment vehicles primarily accessible to Advisory Clients, with a total managed amount of approximately $3.9 billion as of December 31, 2024. The firm employs a fundamentally based investment process, allocating client capital to asset classes and specialist managers to maximize returns within defined risk tolerances. HC Capital does not charge advisory fees to Advisory Clients for investing in these vehicles. However, Former Clients may incur Continuation Fees if invested in HC Private Vehicles post-relationship termination. Private Equity Investors pay a Management Fee and may opt for Incentive Compensation. HC Capital does not charge performance-based fees to Advisory Clients and maintains a fiduciary duty to act in clients' best interests. The firm emphasizes ethical conduct, transparency, and conflict mitigation in its operations. Clients have investment discretion in HC Private Vehicles, with minimum investment amounts specified in offering documents. The firm's investment strategies involve risks, detailed in private placement memoranda. HC Capital has no disciplinary history and maintains custody of assets through an independent custodian. The firm's financial stability ensures the ability to meet contractual commitments.

Sage Financial Group Inc. is a financial advisory firm based in West Conshohocken, Pennsylvania. It currently has approximately $2,499,663,788 of assets under management and employs about 27 people. Sage Financial Group Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Tower Bridge Advisors, located in West Conshohocken, PA, was established in 2001 and specializes in providing personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm primarily offers discretionary asset management services, where clients authorize Tower Bridge to buy and sell securities without specific consent. Tower Bridge invests primarily in equities and fixed-income securities, with the option to include various other investment instruments. The firm manages approximately $1.32 billion in assets for around 371 clients, with a minimum account size of $500,000 and a negotiable minimum annual fee of $5,000. Tower Bridge charges advisory fees based on a percentage of assets under management, with fees billed quarterly in advance. The firm does not receive transaction-based compensation and does not charge separate fees for non-management investment advice. Tower Bridge acts as a fiduciary for retirement accounts, ensuring clients' best interests are prioritized. The firm's investment strategies include strategic asset allocation and fundamental analysis, with a focus on growth at a reasonable price for equities and investment-grade bonds for fixed income. Tower Bridge maintains a Code of Ethics, participates in proxy voting, and has a Business Continuity Plan and Information Security Program in place to protect client information. The firm's privacy policy outlines how personal information is collected and shared for business purposes.

Fairmount Funds Management LLC is a financial advisory firm based in West Conshohocken, Pennsylvania. It currently has approximately $1,481,025,633 of assets under management and employs about 10 people. Fairmount Funds Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Beach Investment Counsel, Inc. is an investment adviser based in West Conshohocken, Pennsylvania, established in 1996 and registered with the SEC. The firm specializes in providing discretionary investment advisory services to individuals and institutions with separately managed accounts, tailoring services to meet specific investment objectives and strategies. They manage over $1 billion in client assets on a discretionary basis. The fee structure ranges from 0.20% to 1.5% per annum for Core Managed Account Group clients and 0.20% to 1% per annum for Private Client Group Clients. The firm may receive performance-based fees and side-by-side management compensation. Investment strategies include a focus on long-term total return through a combination of asset classes, fundamental research, charting analysis, and technical tools. Risk factors include interest rate risks, lack of diversification, leverage, short selling risks, and investments in foreign securities and REITs. The firm may engage in soft-dollar arrangements for research and brokerage services and has procedures in place to address conflicts of interest. Beach Investment Counsel, Inc. exercises investment discretion for clients and has policies for error correction and trade allocation. The firm does not vote proxies unless required by the client's agreement and maintains financial stability without prepayment requirements or bankruptcy history.

1914 Advisors is a financial advisory firm based in West Conshohocken, Pennsylvania. It currently has approximately $920,824,748 of assets under management and employs about 76 people. 1914 Advisors uses a fee structure of a percentage of assets under your management and fixed fees.

Baldwin Investment Management, LLC is a registered investment adviser established on July 5, 1999, offering continuous supervisory services to various clients, including retail investors, trusts, estates, charitable organizations, and corporations. The firm manages accounts on both discretionary and non-discretionary bases, providing investment supervisory services tailored to individual client needs. Baldwin's services include portfolio management, financial planning, and investment in private funds after a client suitability review. The firm requires clients to complete an Investment Policy Statement to manage assets according to their objectives and risk profile. With assets under management totaling $1,234,272,924 as of December 31, 2024, Baldwin generally requires a minimum of $1,000,000 for accounts, with exceptions based on client negotiations. Fees for discretionary investment management are percentage-based, with equity and balanced portfolios charged at 1.0% on the first $1 million and negotiable for amounts over $1 million. Baldwin does not charge performance-based fees and provides non-discretionary advisory services for a fee of $300/hour or a flat retainer fee. The firm's investment strategies involve asset allocation, fundamental analysis, and a combination of quantitative and qualitative stock selection methods. Baldwin does not participate in ESG mandates for discretionary accounts but may consider ESG criteria for non-discretionary accounts upon client direction. The firm's investment strategies aim to meet clients' growth and income needs while managing risks associated with equities, fixed income, and private funds. Clients receive quarterly reports for discretionary accounts and reports as per the client agreement for non-discretionary accounts. Baldwin's brokerage practices prioritize best execution, considering factors such as commissions, research services, and trade execution quality. The firm primarily recommends Schwab Institutional for custody and trading services, with clients receiving quarterly statements from the custodian. Baldwin exercises investment discretion with client authorization and votes proxies to protect clients' interests. The firm has no disciplinary information and maintains financial stability to meet client commitments.