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Adviser Profile

Registration status Terminated
As of Date 05/26/2024
Adviser Type - Large advisory firm
Number of Employees 5 -28.57%
of those in investment advisory functions 3 -25.00%
AUM* 419,140,260 -31.54%
of that, discretionary 419,140,260 -31.54%
Private Fund GAV* 0 -100.00%
Avg Account Size 139,713,420 -8.72%
SMA’s No
Private Funds 0 2
Contact Info (21 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

Discretionary
Non-discretionary
739M 633M 528M 422M 317M 211M 106M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees