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Adviser Profile

As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 11/17/2020
AUM* 365,191,055 14.02%
of that, discretionary 365,191,055 14.02%
Private Fund GAV* 368,370,174 15.01%
Avg Account Size 365,191,055 14.02%
SMA’s No
Private Funds 1
Contact Info 973 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
364M 312M 260M 208M 156M 104M 52M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$368,370,174

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Brochure Summary