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Adviser Profile

As of Date 03/22/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 06/19/2015
AUM* 455,590,885 -5.58%
of that, discretionary 0
Private Fund GAV* 455,590,885 -5.58%
Avg Account Size 227,795,443 -5.58%
SMA’s No
Private Funds 2
Contact Info 781 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
552M 473M 395M 316M 237M 158M 79M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$455,590,885

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Brochure Summary