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Adviser Profile

As of Date 08/08/2024
Adviser Type - Large advisory firm
Number of Employees 10 -37.50%
of those in investment advisory functions 4 -55.56%
Registration SEC, Approved, 06/01/2018
AUM* 484,795,000 -45.28%
of that, discretionary 245,239,000 -58.26%
Private Fund GAV* 59,842,000
Avg Account Size 60,599,375 -38.45%
SMA’s No
Private Funds 9 1
Contact Info 646 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

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 906M 679M 453M 226M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count9 GAV$59,842,000

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Brochure Summary