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Adviser Profile

As of Date 01/07/2025
Adviser Type - Large advisory firm
Number of Employees 6 20.00%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 01/17/2018
AUM* 706,369,492 5.57%
of that, discretionary 706,369,492 5.57%
Private Fund GAV* 706,369,493
Avg Account Size 353,184,746 5.57%
SMA’s No
Private Funds 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

694M 595M 496M 397M 298M 198M 99M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$706,369,493

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Brochure Summary