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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 9 -18.18%
of those in investment advisory functions 4
Registration SEC, Approved, 06/08/2020
AUM* 4,888,715,472 20.36%
of that, discretionary 842,985,203 48.25%
Private Fund GAV* 4,888,715,472 11.89%
Avg Account Size 977,743,094 20.36%
SMA’s Yes
Private Funds 4
Contact Info +64 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

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

3B 3B 2B 2B 1B 998M 499M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$4,888,715,472

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Brochure Summary