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Adviser Profile

Registration status Terminated
As of Date 09/05/2024
Adviser Type - Large advisory firm
Number of Employees 7 -22.22%
of those in investment advisory functions 5 -16.67%
AUM* 348,101,359 -19.35%
of that, discretionary 348,101,359 -19.35%
Private Fund GAV* 0 -100.00%
Avg Account Size 116,033,786 -19.35%
SMA’s No
Private Funds 0 3
Contact Info (94 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
432M 370M 308M 247M 185M 123M 62M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary