other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
Registration California, Terminated, 09/06/2020
Other registrations (2)
AUM* 398,155,635 -7.90%
of that, discretionary 398,155,635 -7.90%
Private Fund GAV* 94,720,845 -50.20%
Avg Account Size 99,538,909 -7.90%
SMA’s Yes
Private Funds 3
Contact Info 415 xxxxxxx

Client Types

- Pooled investment vehicles
- Charitable organizations

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
432M 371M 309M 247M 185M 124M 62M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$38,494,393
Fund TypeVenture Capital Fund Count1 GAV$56,226,452

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser LIVIAN & CO. Hedge Fund3.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund1.1m Other Fund- Total Private Fund GAV5.7m AUM123.5m #Funds3
Adviser MIG CAPITAL, LLC Hedge Fund1.2b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.2b AUM1.2b #Funds2
Adviser CORAL CAPITAL MANAGEMENT LLC Hedge Fund43.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund17.2m Other Fund- Total Private Fund GAV78.2m AUM- #Funds4
Adviser ZILKHA INVESTMENTS, L.P. Hedge Fund65.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund2.5m Other Fund- Total Private Fund GAV70.6m AUM- #Funds3
Adviser SAGE MOUNTAIN ADVISORS, LLC Hedge Fund25.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund6.3m Other Fund- Total Private Fund GAV38.0m AUM2.2b #Funds3
Adviser ECOR1 CAPITAL, LLC Hedge Fund4.9b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund85.3m Other Fund- Total Private Fund GAV5.1b AUM5.0b #Funds3
Adviser PANTERA CAPITAL Hedge Fund2.7b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund1.8b Other Fund- Total Private Fund GAV6.4b AUM4.2b #Funds14
Adviser MIO PARTNERS, INC. Hedge Fund20.1b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund30.7m Other Fund- Total Private Fund GAV20.2b AUM47.8b #Funds14
Adviser ARCA INVESTMENT MANAGEMENT, LLC Hedge Fund199.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund91.5m Other Fund- Total Private Fund GAV382.2m AUM193.8m #Funds6
Adviser CANNELL CAPITAL LLC Hedge Fund565.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund1.4m Other Fund- Total Private Fund GAV568.1m AUM851.8m #Funds4

Brochure Summary