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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 9 -25.00%
of those in investment advisory functions 6
Registration SEC, Approved, 05/08/2020
AUM* 97,669,686 19.15%
of that, discretionary 97,669,686 19.15%
Private Fund GAV* 97,669,696 26.47%
Avg Account Size 48,834,843 19.15%
SMA’s No
Private Funds 2
Contact Info 917 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

82M 70M 59M 47M 35M 23M 12M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count2 GAV$97,669,696

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Brochure Summary