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Adviser Profile

As of Date 06/06/2024
Adviser Type - Large advisory firm
Number of Employees 11 -35.29%
of those in investment advisory functions 9 -30.77%
Registration SEC, Approved, 05/15/2020
AUM* 484,349,626 -12.85%
of that, discretionary 484,349,626 -12.85%
Private Fund GAV* 279,565,358
Avg Account Size 121,087,407 -12.85%
SMA’s No
Private Funds 4
Contact Info 650 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
600M 515M 429M 343M 257M 172M 86M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count4 GAV$279,565,358

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Brochure Summary