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

Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 6 -25.00%
of those in investment advisory functions 5
Registration SEC, Approved, 04/21/2017
AUM* 126,293,675 -3.05%
of that, discretionary 126,293,675 -3.05%
Private Fund GAV* 0 -100.00%
Avg Account Size 21,048,946 13.11%
% High Net Worth < 0.01% -100.00%
SMA’s No
Private Funds 0
Contact Info (21 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
149M 128M 106M 85M 64M 43M 21M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary