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Adviser Profile

As of Date 04/29/2024
Adviser Type - Large advisory firm
Number of Employees 15 -6.25%
of those in investment advisory functions 9 100.00%
Registration SEC, Approved, 08/26/2016
AUM* 3,269,271,651 31.69%
of that, discretionary 3,269,271,651 31.69%
Private Fund GAV* 3,269,271,650 -0.01%
Avg Account Size 544,878,609 -12.21%
SMA’s Yes
Private Funds 11 8
Contact Info 877 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 1B 709M 355M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count11 GAV$3,269,271,650

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Brochure Summary