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Adviser Profile

As of Date 02/28/2025
Adviser Type - Large advisory firm
Number of Employees 19 5.56%
of those in investment advisory functions 15 7.14%
Registration SEC, Approved, 08/31/2015
AUM* 1,768,422,962 11.37%
of that, discretionary 1,768,422,962 11.37%
Private Fund GAV* 1,768,422,963
Avg Account Size 294,737,160 11.37%
SMA’s No
Private Funds 6
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

2B 1B 1B 907M 681M 454M 227M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count6 GAV$1,768,422,963

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Brochure Summary