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Adviser Profile

As of Date 03/17/2025
Adviser Type - Large advisory firm
Number of Employees 9 28.57%
of those in investment advisory functions 8 33.33%
Registration SEC, Approved, 05/02/2017
AUM* 543,789,472 13.51%
of that, discretionary 543,789,472 13.51%
Private Fund GAV* 389,981,769 48.93%
Avg Account Size 543,789,472 13.51%
SMA’s No
Private Funds 1
Contact Info (86 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

479M 411M 342M 274M 205M 137M 68M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$389,981,769

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Brochure Summary