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Adviser Profile

Registration status Terminated
As of Date 12/28/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
AUM* 557,033,902 -30.51%
of that, discretionary 307,033,902 -61.70%
Private Fund GAV* 0 -100.00%
Avg Account Size 79,576,272 -40.43%
SMA’s Yes
Private Funds 0 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

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
5B 4B 4B 3B 2B 1B 728M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary