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

Adviser Profile

Registration status Terminated
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 4
AUM* 478,887,149
of that, discretionary 478,887,149
Private Fund GAV* 0 -100.00%
Avg Account Size 79,814,525
SMA’s No
Private Funds 0 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations
- Sovereign wealth funds and foreign official institutions

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

Discretionary
Non-discretionary
481M 412M 343M 275M 206M 137M 69M
2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary