| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/30/2024 |
| Adviser Type
- Large advisory firm - Related adviser |
|
| Number of Employees | 47 |
| of those in investment advisory functions | 20 5.26% |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count9 | GAV$312,817,531 |
| Fund TypeVenture Capital Fund | Count4 | GAV$66,517,036 |
| Fund TypeOther Private Fund | Count1 | GAV$58,377,231 |