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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 13 8.33%
of those in investment advisory functions 10 -9.09%
Registration SEC, Approved, 01/03/2017
AUM* 8,545,087,351 56.43%
of that, discretionary 8,545,087,351 56.43%
Private Fund GAV* 5,286,478,927 35.66%
Avg Account Size 1,220,726,764 11.73%
SMA’s No
Private Funds 4 1
Contact Info 216 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

5B 5B 4B 3B 2B 2B 780M
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 Count4 GAV$5,286,478,927

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Brochure Summary