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Adviser Profile

As of Date 07/16/2024
Adviser Type - Large advisory firm
Number of Employees 14 7.69%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 02/08/2021
AUM* 114,585,236 -27.00%
of that, discretionary 76,089,134 30.52%
Private Fund GAV* 9,624,850 -33.16%
Avg Account Size 1,259,178 -44.65%
% High Net Worth 83.33% -13.58%
SMA’s No
Private Funds 2 1
Contact Info 505 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
180M 154M 128M 103M 77M 51M 26M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$9,624,850

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