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Adviser Profile

Registration status Terminated
As of Date 06/13/2024
Adviser Type - Large advisory firm
Number of Employees 27
of those in investment advisory functions 7
AUM* 866,299,504
of that, discretionary 866,299,504
Private Fund GAV* 0 -100.00%
Avg Account Size 288,766,501
SMA’s No
Private Funds 0 3
Contact Info 213 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

Discretionary
Non-discretionary
1B 877M 730M 584M 438M 292M 146M
2016 2017 2018 2019

Private Funds



Employees