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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 16 6.67%
of those in investment advisory functions 12 9.09%
Registration SEC, Approved, 02/15/2021
AUM* 2,053,748,918 27.64%
of that, discretionary 2,053,748,918 27.64%
Private Fund GAV* 306,573,439 1.21%
Avg Account Size 342,291,486 -14.91%
SMA’s No
Private Funds 2 1
Contact Info (21 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 896M 597M 299M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$306,573,439

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Brochure Summary