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Adviser Profile

Registration status Terminated
As of Date 05/13/2020
Adviser Type
Number of Employees 2
of those in investment advisory functions 2
AUM* 7,000,000
of that, discretionary 7,000,000
Private Fund GAV* 0
Avg Account Size 7,000,000
SMA’s No
Private Funds 0

Client Types

- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

Reported AUM

7M 6M 5M 4M 3M 2M 1M
2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees