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Adviser Profile

As of Date 03/20/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 6
of those in investment advisory functions 4
Registration SEC, Approved, 11/15/2016
AUM* 17,647,456,291 -1.01%
of that, discretionary 17,647,456,291 -1.01%
Private Fund GAV* 30,265,893
Avg Account Size 802,157,104 7.99%
SMA’s No
Private Funds 1
Contact Info 442 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
24B 21B 17B 14B 10B 7B 3B
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$30,265,893

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Brochure Summary