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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 32 23.08%
of those in investment advisory functions 22 37.50%
Registration SEC, Approved, 08/05/2016
AUM* 1,677,909,633 8.39%
of that, discretionary 1,677,909,633 8.39%
Private Fund GAV* 991,542,278 13.00%
Avg Account Size 209,738,704 -5.16%
SMA’s No
Private Funds 8 1
Contact Info 214 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

2B 1B 1B 885M 663M 442M 221M
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 Count8 GAV$991,542,278

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Brochure Summary