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Company Profile

As of Date 06/02/2025
Adviser Type - Large advisory firm
Number of Employees 9 -18.18%
of those in investment advisory functions 9 50.00%
AUM* 4,712,895,640 783.33%
of that, discretionary 4,712,895,640 783.33%
Private Fund GAV* 4,712,895,640 353.64%
Avg Account Size 1,570,965,213 1666.66%
SMA’s No
Private Funds 3 2
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

945M 810M 675M 540M 405M 270M 135M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$4,712,895,640

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