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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 4
Registration SEC, Approved, 04/10/2019
AUM* 439,620,000 -1.64%
of that, discretionary 439,620,000 -1.64%
Private Fund GAV* 390,917,835
Avg Account Size 39,965,455 -1.64%
SMA’s Yes
Private Funds 8
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 1B 685M 342M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count8 GAV$390,917,835

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Brochure Summary