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

Adviser Profile

Registration status Terminated
As of Date 01/04/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
AUM* 652,100,000
of that, discretionary 652,100,000
Private Fund GAV* 0 -100.00%
Avg Account Size 130,420,000
SMA’s No
Private Funds 0 3
Contact Info 646 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
930M 797M 664M 531M 399M 266M 133M
2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock NameN/A $ Position$ % Position $ Change # Change

Brochure Summary