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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 130
of those in investment advisory functions 90 -2.17%
Registration SEC, Approved, 4/27/2018
AUM* 1,887,308,989 -42.10%
of that, discretionary 1,887,308,989 -42.10%
Private Fund GAV* 1,883,767,222 -41.79%
Avg Account Size 943,654,495 -42.10%
SMA’s Yes
Private Funds 1
Contact Info (21 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 931M 466M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,883,767,222

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