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Adviser Profile

As of Date 06/28/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 07/03/2019
Other registrations (1)
AUM* 444,070,999 -12.54%
of that, discretionary 444,070,999 -12.54%
Private Fund GAV* 507,340,556 -0.08%
Avg Account Size 55,508,875 -12.54%
SMA’s No
Private Funds 8
Contact Info 650 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
508M 435M 363M 290M 218M 145M 73M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$423,913,881
Fund TypeVenture Capital Fund Count1 GAV$83,426,675

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Brochure Summary