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Adviser Profile

Registration status Terminated
As of Date 12/13/2023
Adviser Type - Large advisory firm
Number of Employees 8 33.33%
of those in investment advisory functions 1
AUM* 422,714,678 16.21%
of that, discretionary 422,714,678 16.21%
Private Fund GAV* 0
Avg Account Size 140,904,893 16.21%
SMA’s No
Private Funds 0 3
Contact Info 402 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
423M 362M 302M 242M 181M 121M 60M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary