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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 42 16.67%
of those in investment advisory functions 42 16.67%
Registration SEC, Approved, 3/8/2018
AUM* 7,577,613,256 24.06%
of that, discretionary 7,577,613,256 24.06%
Private Fund GAV* 7,647,015,497 24.75%
Avg Account Size 420,978,514 -3.51%
SMA’s No
Private Funds 18 4
Contact Info +44 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

Recent News

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 3B 3B 2B 873M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeSecuritized Asset Fund Count18 GAV$7,647,015,497

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