other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Terminated
As of Date 04/02/2025
Adviser Type - Large advisory firm
Number of Employees 3 -40.00%
of those in investment advisory functions 1 -66.67%
AUM* 381,038,379 -21.64%
of that, discretionary 310,742,168 -26.30%
Private Fund GAV* 0 -100.00%
Avg Account Size 95,259,595 -2.06%
SMA’s Yes
Private Funds 0 1
Contact Info 646 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

672M 576M 480M 384M 288M 192M 96M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary