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Adviser Profile

Registration status Terminated
As of Date 03/16/2025
Adviser Type - Large advisory firm
Number of Employees 8 33.33%
of those in investment advisory functions 5
AUM* 487,442,000 2.52%
of that, discretionary 487,442,000 2.52%
Private Fund GAV* 0 -100.00%
Avg Account Size 54,160,222 -20.27%
SMA’s No
Private Funds 0 4
Contact Info 415 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

475M 408M 340M 272M 204M 136M 68M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary