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Adviser Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 96 65.52%
of those in investment advisory functions 15
Registration SEC, Approved, 04/17/2017
AUM* 7,688,525,310 -3.18%
of that, discretionary 7,688,525,310 -3.18%
Private Fund GAV* 728,477,402 20.80%
Avg Account Size 207,797,981 -5.80%
SMA’s No
Private Funds 10 1
Contact Info 949 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

8B 7B 6B 5B 3B 2B 1B
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count10 GAV$728,477,402

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Brochure Summary