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Adviser Profile

As of Date 04/29/2024
Adviser Type - Large advisory firm
Number of Employees 34 21.43%
of those in investment advisory functions 18 -35.71%
Registration SEC, Approved, 01/01/2020
AUM* 646,983,554 0.37%
of that, discretionary 0
Private Fund GAV* 577,185,021 -2.04%
Avg Account Size 64,698,355 0.37%
SMA’s Yes
Private Funds 8
Contact Info 347 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Sovereign wealth funds and foreign official institutions
- Other

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
685M 587M 489M 391M 293M 196M 98M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count8 GAV$577,185,021

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Brochure Summary