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Adviser Profile

Registration status Terminated
As of Date 12/20/2023
Adviser Type - Large advisory firm
Number of Employees 32 6.67%
of those in investment advisory functions 20
AUM* 4,301,275,874 5.03%
of that, discretionary 4,301,275,874 5.03%
Private Fund GAV* 0 -100.00%
Avg Account Size 238,959,771 -6.64%
SMA’s No
Private Funds 0 5
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
4B 4B 3B 2B 2B 1B 614M
2019 2020 2021 2022 2023

Private Funds



Employees