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Adviser Profile

Registration status Terminated
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 18 5.88%
of those in investment advisory functions 17 6.25%
AUM* 1,009,398,824 1.27%
of that, discretionary 1,009,398,824 1.43%
Private Fund GAV* 0
Avg Account Size 67,293,255 21.52%
SMA’s No
Private Funds 0 17
Contact Info 312 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

1B 936M 780M 624M 468M 312M 156M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary