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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 27 22.73%
of those in investment advisory functions 22 57.14%
Registration SEC, Approved, 07/29/2021
Other registrations (1)
AUM* 593,286,054 71.85%
of that, discretionary 593,286,054 71.85%
Private Fund GAV* 0 -100.00%
Avg Account Size 296,643,027 157.78%
SMA’s No
Private Funds 0 2
Contact Info 602 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

345M 296M 247M 197M 148M 99M 49M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary