| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 08/28/2024 |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - Related adviser |
|
| Number of Employees | 34 61.90% |
| of those in investment advisory functions | 18 100.00% |
| AUM* | 1,031,656,797 -22.72% |
| of that, discretionary | 1,031,656,797 -22.72% |
| Private Fund GAV* | 486,706,223 7.57% |
| Avg Account Size | 79,358,215 -16.78% |
| SMA’s | Yes |
| Private Funds | 4 |
| Websites |
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count4 | GAV$486,706,223 |