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Adviser Profile

As of Date 05/08/2024
Adviser Type - Large advisory firm
Number of Employees 2 -50.00%
of those in investment advisory functions 1 -66.67%
Registration SEC, Approved, 05/15/2020
AUM* 165,000,000 -79.09%
of that, discretionary 165,000,000 -79.09%
Private Fund GAV* 165,000 -99.98%
Avg Account Size 55,000,000 -79.09%
SMA’s No
Private Funds 1
Contact Info +44 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
789M 676M 564M 451M 338M 225M 113M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$165,000

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Brochure Summary