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Adviser Profile

As of Date 04/08/2025
Adviser Type - Large advisory firm
Number of Employees 16 6.67%
of those in investment advisory functions 13 8.33%
Registration SEC, Approved, 03/31/2017
AUM* 2,088,004,529 47.03%
of that, discretionary 2,088,004,529 47.03%
Private Fund GAV* 1,491,418,915 14.17%
Avg Account Size 348,000,755 47.03%
SMA’s Yes
Private Funds 3 1
Contact Info 312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 1B 812M 609M 406M 203M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$1,491,418,915

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Brochure Summary