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Adviser Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 26 116.67%
of those in investment advisory functions 13 44.44%
Registration SEC, Approved, 04/23/2021
AUM* 5,920,735,973 192.20%
of that, discretionary 10,279,615 -72.14%
Private Fund GAV* 10,279,615 -20.22%
Avg Account Size 538,248,725 59.38%
SMA’s No
Private Funds 1 2
Contact Info 832 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

2B 2B 1B 1B 853M 568M 284M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$10,279,615

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Brochure Summary