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Adviser Profile

As of Date 07/17/2024
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 5
Registration SEC, Approved, 10/22/2015
Other registrations (1)
AUM* 488,810,482 29.03%
of that, discretionary 488,810,482 29.03%
Private Fund GAV* 361,595,112 4.02%
Avg Account Size 97,762,096 29.03%
SMA’s No
Private Funds 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

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$361,595,112

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Brochure Summary