Adviser Profile

AUM* 10,868,058 47%
of that, discretionary 10,868,058 47%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 10,868,058 47%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

11M 10M 8M 6M 5M 3M 2M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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