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Adviser Profile

As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 19 -17.39%
of those in investment advisory functions 14 40.00%
Registration SEC, Approved, 04/19/2016
AUM* 751,669,510 -10.12%
of that, discretionary 751,669,510 -10.12%
Private Fund GAV* 742,083,412 -7.03%
Avg Account Size 375,834,755 -10.12%
SMA’s No
Private Funds 2
Contact Info 971 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
846M 725M 604M 483M 362M 242M 121M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$742,083,412

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