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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 13
of those in investment advisory functions 5
Registration SEC, Approved, 03/17/2016
AUM* 749,981,583 15.76%
of that, discretionary 671,803,126 284.99%
Private Fund GAV* 251,175,505 34.74%
Avg Account Size 187,495,396 44.69%
SMA’s Yes
Private Funds 1
Contact Info 317 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities
- Other investment advisers

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

504M 432M 360M 288M 216M 144M 72M
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 Count1 GAV$251,175,505

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Brochure Summary