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Adviser Profile

Registration status Terminated
As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 3 50.00%
of those in investment advisory functions 2 100.00%
AUM* 176,769,691 117.49%
of that, discretionary 176,769,691 117.49%
Private Fund GAV* 0 -100.00%
Avg Account Size 44,192,423 117.49%
SMA’s No
Private Funds 0 2
Contact Info 786 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

239M 205M 171M 137M 103M 68M 34M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary