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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 12 9.09%
of those in investment advisory functions 6
Registration SEC, Approved, 06/27/2018
AUM* 1,030,130,096 12.66%
of that, discretionary 1,030,130,096 12.66%
Private Fund GAV* 812,089,336 1.17%
Avg Account Size 93,648,191 12.66%
SMA’s No
Private Funds 11 7
Contact Info 212 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

1B 1B 854M 684M 513M 342M 171M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count11 GAV$812,089,336

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Brochure Summary