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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 4
Registration SEC, Approved, 01/30/2019
AUM* 658,650,006 4.96%
of that, discretionary 658,650,006 4.96%
Private Fund GAV* 674,361,723
Avg Account Size 59,877,273 4.96%
SMA’s No
Private Funds 9
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
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
628M 538M 448M 359M 269M 179M 90M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$674,361,723

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Brochure Summary