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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 8 -20.00%
of those in investment advisory functions 4 -33.33%
Registration SEC, Approved, 05/31/2019
AUM* 1,128,405,652 -1.11%
of that, discretionary 1,128,405,652 -1.11%
Private Fund GAV* 790,130,576
Avg Account Size 161,200,807 -29.36%
SMA’s No
Private Funds 2
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
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1B 1B 859M 687M 516M 344M 172M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$790,130,576

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Brochure Summary