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Adviser Profile

Registration status Terminated
As of Date 04/12/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 1
AUM* 107,809,516 -51.03%
of that, discretionary 107,809,516 -51.03%
Private Fund GAV* 0 -100.00%
Avg Account Size 53,904,758 -51.03%
SMA’s No
Private Funds 0 1
Contact Info 855 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

283M 243M 202M 162M 121M 81M 40M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees