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Adviser Profile

As of Date 03/19/2024
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 3 -25.00%
Registration SEC, Approved, 04/29/2019
Other registrations (2)
AUM* 471,473,642 3.24%
of that, discretionary 471,473,642 3.24%
Private Fund GAV* 471,473,642
Avg Account Size 235,736,821 3.24%
SMA’s No
Private Funds 1
Contact Info 203 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

Discretionary
Non-discretionary
637M 546M 455M 364M 273M 182M 91M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$471,473,642

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Brochure Summary