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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 4
Registration SEC, Approved, 04/06/2018
Other registrations (1)
AUM* 691,779,529 25.74%
of that, discretionary 691,779,529 25.74%
Private Fund GAV* 691,779,529 4.49%
Avg Account Size 691,779,529 25.74%
SMA’s No
Private Funds 1
Contact Info 650 xxxxxxx

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

797M 683M 569M 455M 341M 228M 114M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$691,779,529

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Brochure Summary