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Adviser Profile

As of Date 05/02/2024
Adviser Type - Large advisory firm
Number of Employees 76 15.15%
of those in investment advisory functions 19 5.56%
Registration SEC, Approved, 09/04/2020
AUM* 2,570,555,648 -9.34%
of that, discretionary 2,570,555,648 -9.34%
Private Fund GAV* 2,570,555,648 -9.34%
Avg Account Size 233,686,877 -25.83%
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

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count11 GAV$2,570,555,648

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