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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 19 18.75%
of those in investment advisory functions 9 28.57%
Registration SEC, Approved, 07/30/2018
Other registrations (2)
AUM* 980,426,392 44.30%
of that, discretionary 980,426,392 44.30%
Private Fund GAV* 9,403,140 1.67%
Avg Account Size 326,808,797 44.30%
SMA’s No
Private Funds 1
Contact Info 626 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

679M 582M 485M 388M 291M 194M 97M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$9,403,140

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Brochure Summary