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Adviser Profile

As of Date 03/13/2024
Adviser Type - Large advisory firm
Number of Employees 2 -50.00%
of those in investment advisory functions 1 -50.00%
Registration SEC, Approved, 7/25/2016
Other registrations (2)
AUM* 267,223,980 -18.52%
of that, discretionary 267,223,980 -18.52%
Private Fund GAV* 267,223,980 -19.39%
Avg Account Size 29,691,553 8.64%
SMA’s No
Private Funds 9 3
Contact Info 212 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

Recent News

Reported AUM

Discretionary
Non-discretionary
362M 310M 258M 207M 155M 103M 52M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$267,223,980

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