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Adviser Profile

As of Date 04/04/2025
Adviser Type - Large advisory firm
Number of Employees 14 -12.50%
of those in investment advisory functions 11 -8.33%
Registration SEC, Approved, 03/01/2016
AUM* 360,470,000 -23.45%
of that, discretionary 360,470,000 -23.45%
Private Fund GAV* 114,901,000 -41.19%
Avg Account Size 90,117,500 -23.45%
SMA’s No
Private Funds 2
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

524M 449M 374M 299M 224M 150M 75M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count2 GAV$114,901,000

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Brochure Summary