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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 14 -6.67%
of those in investment advisory functions 12 -7.69%
Registration SEC, Approved, 10/04/2017
AUM* 1,902,858,811 14.01%
of that, discretionary 1,902,858,811 14.01%
Private Fund GAV* 1,902,858,811
Avg Account Size 475,714,703 14.01%
SMA’s No
Private Funds 4
Contact Info 646 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

Discretionary
Non-discretionary
2B 1B 1B 954M 715M 477M 238M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$1,902,858,811

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Brochure Summary