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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 6 -14.29%
of those in investment advisory functions 4
Registration SEC, Approved, 01/13/2021
AUM* 270,003,845 25.23%
of that, discretionary 270,003,845 25.23%
Private Fund GAV* 270,003,845 25.23%
Avg Account Size 67,500,961 25.23%
SMA’s No
Private Funds 2
Contact Info 914 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
320M 274M 228M 183M 137M 91M 46M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$266,393,902
Fund TypePrivate Equity Fund Count1 GAV$3,609,943

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Brochure Summary