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Adviser Profile

Registration status Terminated
As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
AUM* 316,987,067
of that, discretionary 316,987,067
Private Fund GAV* 0 -100.00%
Avg Account Size 105,662,356
SMA’s No
Private Funds 0 2
Contact Info (76 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
556M 477M 397M 318M 238M 159M 79M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary