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Adviser Profile

Registration status Terminated
As of Date 04/02/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 19 -9.52%
of those in investment advisory functions 7 -30.00%
AUM* 368,256,743 -32.68%
of that, discretionary 368,256,743 -19.06%
Private Fund GAV* 0 -100.00%
Avg Account Size 40,917,416 -17.72%
SMA’s Yes
Private Funds 0 1
Contact Info 852 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

2B 2B 2B 1B 936M 624M 312M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary