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Adviser Profile

As of Date 03/31/2025
Adviser Type - Related adviser
Number of Employees 20 -4.76%
of those in investment advisory functions 11
Registration SEC, Approved, 09/24/2015
Other registrations (3)
AUM* 0
of that, discretionary
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 410 xxxxxxx

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

134M 115M 96M 77M 57M 38M 19M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary