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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 54
of those in investment advisory functions 15
Registration SEC, Approved, 01/28/2019
AUM* 1,633,335,635 16.12%
of that, discretionary 1,633,335,635 16.12%
Private Fund GAV* 1,618,045,625 1.57%
Avg Account Size 125,641,203 7.19%
SMA’s No
Private Funds 15 3
Contact Info 949 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

2B 2B 1B 1B 778M 519M 259M
2018 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$25,000,000
Fund TypeReal Estate Fund Count13 GAV$1,593,045,625

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Brochure Summary