| AUM* | 336,897,558 -10% |
| of that, discretionary | 8,409,582 -9% |
| Private Fund GAV* | 168,448,779 |
| Avg Account Size | 56,149,593 3549% |
| SMA’s | No |
| Private Funds | 3 |
Number of Employees 8
of those in investment advisory functions 5
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypePrivate Equity Fund | Count3 | GAV$168,448,779 |