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Adviser Profile

As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 04/14/2017
AUM* 376,864,660 62.59%
of that, discretionary 0
Private Fund GAV* 376,864,660 32.57%
Avg Account Size 125,621,553 225.18%
SMA’s Yes
Private Funds 3 2
Contact Info 401 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

472M 405M 337M 270M 202M 135M 67M
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$376,864,660

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Brochure Summary