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Adviser Profile

As of Date 03/18/2025
Adviser Type - Large advisory firm
Number of Employees 13 -7.14%
of those in investment advisory functions 12 -7.69%
Registration SEC, Approved, 09/22/2015
AUM* 719,115,277 -65.59%
of that, discretionary 719,115,277 -65.59%
Private Fund GAV* 719,115,277 -50.91%
Avg Account Size 119,852,546 -59.86%
SMA’s No
Private Funds 6 1
Contact Info 713 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 2B 1B 1B 896M 597M 299M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$719,115,277

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Brochure Summary