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Adviser Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 69 32.69%
of those in investment advisory functions 49 22.50%
Registration SEC, Approved, 09/09/2016
AUM* 3,758,913,806 81.31%
of that, discretionary 3,758,913,806 81.31%
Private Fund GAV* 3,758,913,807 -7.27%
Avg Account Size 289,147,216 53.42%
SMA’s No
Private Funds 13 1
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 Count13 GAV$3,758,913,807

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Brochure Summary