| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/27/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 10 |
| of those in investment advisory functions | 10 |
| AUM* | 479,398,065 20.43% |
| of that, discretionary | 479,398,065 20.43% |
| Private Fund GAV* | 444,969,287 -2.76% |
| Avg Account Size | 36,876,774 11.17% |
| SMA’s | Yes |
| Private Funds | 5 3 |
| Websites |
- Pooled investment vehicles
- Other
- 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 | Count5 | GAV$444,969,287 |