other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 05/01/2024
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 10
Registration SEC, Approved, 04/10/2017
Other registrations (3)
AUM* 877,378,158 4.59%
of that, discretionary 877,378,158 4.59%
Private Fund GAV* 877,378,157
Avg Account Size 125,339,737 4.59%
SMA’s No
Private Funds 7
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

839M 719M 599M 479M 360M 240M 120M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$877,378,157

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser TRIARTISAN CAPITAL ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund958.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV958.2m AUM1.0b #Funds9
Adviser TIVERTON ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.7b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.7b AUM1.6b #Funds6
Adviser 747 CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.5b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.5b AUM983.4m #Funds39
Adviser ACM MANAGEMENT COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund742.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV742.1m AUM751.7m #Funds2
Adviser HUNTER CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund16.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV16.3m AUM890.2m #Funds1
Adviser CROSSPLANE CAPITAL MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund797.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV797.1m AUM797.1m #Funds4
Adviser HUNTER ASSOCIATES LLC Hedge Fund- Liquidity Fund- Private Equity Fund3.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.4m AUM1.0b #Funds1
Adviser AVITAS WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund23.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV23.4m AUM996.3m #Funds1
Adviser RESURGENS TECHNOLOGY ADVISORS, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.1b AUM1.1b #Funds7
Adviser SSW PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund783.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV783.2m AUM783.2m #Funds1

Brochure Summary