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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 8 -11.11%
of those in investment advisory functions 5
Registration SEC, Approved, 07/08/2016
AUM* 833,593,402 -14.26%
of that, discretionary 833,593,402 -14.26%
Private Fund GAV* 833,593,402
Avg Account Size 166,718,680 -14.26%
SMA’s No
Private Funds 5
Contact Info 469 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

1B 1B 846M 676M 507M 338M 169M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$833,593,402

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Brochure Summary