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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 24 26.32%
of those in investment advisory functions 5
Registration Ohio, Terminated, 07/31/2020
Other registrations (1)
AUM* 2,021,147,000 27.08%
of that, discretionary 2,021,147,000 27.08%
Private Fund GAV* 1,318,383,716
Avg Account Size 1,010,573,500 27.08%
SMA’s No
Private Funds 2
Contact Info 216 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 909M 682M 454M 227M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$1,318,383,716

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Brochure Summary