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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 82 530.77%
of those in investment advisory functions 16 100.00%
Registration SEC, Approved, 06/23/2021
AUM* 1,446,495,452 -7.68%
of that, discretionary 1,446,495,452 -7.68%
Private Fund GAV* 1,546,495,452 -4.78%
Avg Account Size 482,165,151 -7.68%
SMA’s No
Private Funds 4 1
Contact Info 312 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 1B 1B 895M 671M 448M 224M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$1,546,495,452

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Brochure Summary