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Adviser Profile

As of Date 12/19/2024
Adviser Type - Large advisory firm
Number of Employees 27 22.73%
of those in investment advisory functions 14 27.27%
Registration SEC, Approved, 03/21/2017
AUM* 2,774,905,003 8.61%
of that, discretionary 2,462,181,004 9.81%
Private Fund GAV* 1,116,106,233
Avg Account Size 252,264,091 8.61%
SMA’s No
Private Funds 2
Contact Info +44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

2B 2B 2B 1B 961M 641M 320M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count2 GAV$1,116,106,233

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Brochure Summary