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Adviser Profile

Registration status Terminated
As of Date 04/14/2022
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 4
AUM* 141,860,000 10.01%
of that, discretionary 141,860,000 10.01%
Private Fund GAV* 0
Avg Account Size 70,930,000 10.01%
SMA’s No
Private Funds 0 6
Contact Info 281 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)
- Performance-based fees

Reported AUM

155M 133M 111M 89M 66M 44M 22M
2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees