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

Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 18 12.50%
of those in investment advisory functions 1
Registration SEC, Approved, 07/14/2017
Other registrations (1)
AUM* 2,492,151,375 36.36%
of that, discretionary 2,492,151,375 36.36%
Private Fund GAV* 1,121,312,635 7.87%
Avg Account Size 415,358,563 104.54%
SMA’s Yes
Private Funds 5 1
Contact Info 1-5 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

2B 2B 1B 1B 783M 522M 261M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count5 GAV$1,121,312,635

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser KEYSTONE NATIONAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund73.5m Total Private Fund GAV73.5m AUM2.3b #Funds6
Adviser MAINLINE WEST FUND MANAGER LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.3b Total Private Fund GAV1.3b AUM1.7b #Funds6
Adviser VERIS WEALTH PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund120.4m Total Private Fund GAV120.4m AUM2.3b #Funds1
Adviser SMITH GROUP ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.7b #Funds-
Adviser WINDSOR ADVISORY GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund195.0m Total Private Fund GAV195.0m AUM2.6b #Funds4
Adviser SCOUT ENERGY MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.6b Total Private Fund GAV1.6b AUM1.7b #Funds22
Adviser RESOLUTE PARTNERS GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund4.1m Total Private Fund GAV4.1m AUM1.8b #Funds1
Adviser HERONBRIDGE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund243.5m Total Private Fund GAV243.5m AUM1.5b #Funds1
Adviser FRONTIER INVESTMENT MANAGEMENT PARTNERS LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund316.2m Total Private Fund GAV316.2m AUM2.7b #Funds2
Adviser RADCLIFF MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.0b Total Private Fund GAV2.0b AUM2.4b #Funds41

Brochure Summary