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Adviser Profile

Registration status Terminated
As of Date 04/02/2025
Adviser Type - Outside the United States
- Related adviser
Number of Employees 14 27.27%
of those in investment advisory functions 6 -14.29%
AUM* 5,759,409 -0.68%
of that, discretionary 5,318,141 -0.89%
Private Fund GAV* 0 -100.00%
Avg Account Size 1,919,803 -0.68%
% High Net Worth 33.33%
SMA’s Yes
Private Funds 0 2
Contact Info 972 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

79M 67M 56M 45M 34M 22M 11M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary