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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 13 -23.53%
of those in investment advisory functions 11 10.00%
Registration SEC, Approved, 01/25/2017
AUM* 1,207,165,882 -16.71%
of that, discretionary 1,207,165,882 -16.71%
Private Fund GAV* 960,923,243 16.12%
Avg Account Size 172,452,269 -16.71%
SMA’s No
Private Funds 6 1
Contact Info 310 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

1B 1B 1B 828M 621M 414M 207M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count6 GAV$960,923,243

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Brochure Summary