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Adviser Profile

As of Date 03/22/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 07/17/2017
Other registrations (1)
AUM* 575,000,000 31.88%
of that, discretionary 575,000,000 31.88%
Private Fund GAV* 575,000,000 31.88%
Avg Account Size 575,000,000 31.88%
SMA’s No
Private Funds 1
Contact Info 914 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
545M 467M 389M 311M 234M 156M 78M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$575,000,000

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Brochure Summary