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Adviser Profile

As of Date 10/10/2024
Adviser Type - Large advisory firm
Number of Employees 64 23.08%
of those in investment advisory functions 42 5.00%
Registration SEC, Approved, 09/09/2016
AUM* 4,053,787,867 95.54%
of that, discretionary 4,053,787,867 95.54%
Private Fund GAV* 4,053,787,867
Avg Account Size 337,815,656 79.24%
SMA’s No
Private Funds 12
Contact Info (20 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 2B 1B 1B 888M 592M 296M
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 Count12 GAV$4,053,787,867

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Brochure Summary