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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 16 23.08%
of those in investment advisory functions 4
Registration SEC, Approved, 04/27/2018
Other registrations (1)
AUM* 1,900,113,359 29.69%
of that, discretionary 1,775,113,359 32.46%
Private Fund GAV* 2,651,702,481 7.46%
Avg Account Size 111,771,374 22.06%
SMA’s Yes
Private Funds 10
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 957M 766M 574M 383M 191M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count10 GAV$2,651,702,481

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Brochure Summary