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Adviser Profile

As of Date 10/18/2024
Adviser Type - Large advisory firm
Number of Employees 21 23.53%
of those in investment advisory functions 8 14.29%
Registration SEC, Approved, 07/02/2015
Other registrations (2)
AUM* 5,001,741,440 6.15%
of that, discretionary 5,001,741,440 6.15%
Private Fund GAV* 5,001,741,441
Avg Account Size 1,000,348,288 6.15%
SMA’s No
Private Funds 3
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 673M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$4,916,469,779
Fund TypeVenture Capital Fund Count1 GAV$85,271,662

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker03753U106 Stock NameAPELLIS PHARMACEUTICALS INC $ Position$342,931,912 % Position12.00% $ Change-23.00% # Change2.00%
Stck Ticker032724106 Stock NameANAPTYSBIO INC $ Position$261,132,366 % Position9.00% $ Change39.00% # Change4.00%
Stck Ticker22663K107 Stock NameCRINETICS PHARMACEUTICALS IN $ Position$219,122,932 % Position8.00% $ Change18.00% # Change3.00%
Stck TickerG50871105 Stock NameJAZZ PHARMACEUTICALS PLC $ Position$190,117,711 % Position7.00% $ Change76.00% # Change68.00%
Stck TickerG72800108 Stock NamePROTHENA CORP PLC $ Position$193,805,004 % Position7.00% $ Change-19.00% # Change0.00%
Stck Ticker98985Y108 Stock NameZYMEWORKS INC $ Position$168,640,286 % Position6.00% $ Change47.00% # Change0.00%
Stck Ticker04335A105 Stock NameARVINAS INC $ Position$165,673,473 % Position6.00% $ Change-7.00% # Change0.00%
Stck Ticker50127T109 Stock NameKURA ONCOLOGY INC $ Position$113,466,259 % Position4.00% $ Change-5.00% # Change0.00%
Stck Ticker98401F105 Stock NameXENCOR INC $ Position$107,194,666 % Position4.00% $ Change6.00% # Change0.00%
Stck Ticker87583X109 Stock NameTANGO THERAPEUTICS INC $ Position$102,646,667 % Position4.00% $ Change-10.00% # Change0.00%

Brochure Summary