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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 57 18.75%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 02/23/2017
AUM* 4,252,920,134 8.54%
of that, discretionary 4,252,920,134 8.54%
Private Fund GAV* 1,144,372,872 42.30%
Avg Account Size 1,063,230,034 8.54%
SMA’s No
Private Funds 4 3
Contact Info 212 xxxxxxx

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

4B 3B 3B 2B 2B 1B 560M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$1,144,372,872

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Brochure Summary