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Adviser Profile

As of Date 10/28/2024
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* 1,544,353,018 8.74%
of that, discretionary 1,544,353,018 8.74%
Private Fund GAV* 1,306,356,101
Avg Account Size 257,392,170 8.74%
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$1,306,356,101

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Brochure Summary