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Adviser Profile

As of Date 08/01/2024
Adviser Type - Large advisory firm
Number of Employees 16 33.33%
of those in investment advisory functions 12
Registration Oklahoma, Failure to Renew, 12/31/2017
Other registrations (1)
AUM* 574,127,168 15.57%
of that, discretionary 572,753,116 15.52%
Private Fund GAV* 565,723,807 -0.30%
Avg Account Size 63,791,908 28.41%
SMA’s No
Private Funds 9
Contact Info 405 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

496M 425M 354M 283M 212M 142M 71M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$565,723,807

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Brochure Summary