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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 4 -55.56%
of those in investment advisory functions 4 -50.00%
Registration SEC, Approved, 04/23/2018
AUM* 130,000,887 -35.88%
of that, discretionary 130,000,887 -18.11%
Private Fund GAV* 0 -100.00%
Avg Account Size 130,000,887 28.25%
SMA’s No
Private Funds 0 1
Contact Info 917 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

205M 176M 146M 117M 88M 59M 29M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary