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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 11 22.22%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 12/04/2019
AUM* 1,552,204,426 37.59%
of that, discretionary 1,552,204,426 37.59%
Private Fund GAV* 1,552,204,425
Avg Account Size 310,440,885 37.59%
SMA’s No
Private Funds 5
Contact Info 202 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
1B 967M 806M 645M 483M 322M 161M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$1,552,204,425

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Brochure Summary