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Adviser Profile

As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 18
of those in investment advisory functions 16 6.67%
Registration SEC, Approved, 07/08/2019
AUM* 656,848,836 57.76%
of that, discretionary 656,848,836 57.76%
Private Fund GAV* 0 -100.00%
Avg Account Size 328,424,418 57.76%
SMA’s No
Private Funds 0
Contact Info 203 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

Compensation Arrangments

- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
644M 552M 460M 368M 276M 184M 92M
2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary