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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 86 30.30%
of those in investment advisory functions 19 5.56%
Registration SEC, Approved, 09/04/2020
AUM* 2,553,660,472 -9.94%
of that, discretionary 2,553,660,472 -9.94%
Private Fund GAV* 1,686,566,127 -34.39%
Avg Account Size 232,150,952 -26.31%
SMA’s No
Private Funds 11 2
Contact Info 213 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

3B 2B 2B 2B 1B 810M 405M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count11 GAV$1,686,566,127

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Brochure Summary