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Adviser Profile

Registration status Terminated
As of Date 02/13/2025
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 5
AUM* 488,810,482 29.03%
of that, discretionary 488,810,482 29.03%
Private Fund GAV* 0 -100.00%
Avg Account Size 97,762,096 29.03%
SMA’s No
Private Funds 0 1
Contact Info 305 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

762M 653M 544M 435M 327M 218M 109M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary