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Adviser Profile

Registration status Terminated
As of Date 02/09/2024
Adviser Type - Large advisory firm
Number of Employees 33
of those in investment advisory functions 11
AUM* 299,882,851
of that, discretionary 299,882,851
Private Fund GAV* 0 -100.00%
Avg Account Size 99,960,950
SMA’s No
Private Funds 0 1
Contact Info 628 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
300M 257M 214M 171M 129M 86M 43M
2020 2021 2022 2023

Private Funds



Employees

Brochure Summary