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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 11 22.22%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 12/18/2020
AUM* 2,196,110,899 128.10%
of that, discretionary 2,196,110,899 128.10%
Private Fund GAV* 2,196,110,899
Avg Account Size 1,098,055,450 14.05%
SMA’s No
Private Funds 2 1
Contact Info 650 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
963M 825M 688M 550M 413M 275M 138M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$2,196,110,899

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Brochure Summary