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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 10 42.86%
of those in investment advisory functions 9 200.00%
Registration SEC, Approved, 07/30/2021
Other registrations (1)
AUM* 511,644,428 50.60%
of that, discretionary 511,644,428 50.60%
Private Fund GAV* 511,644,428
Avg Account Size 63,955,554 50.60%
SMA’s No
Private Funds 3 1
Contact Info 786 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

Discretionary
Non-discretionary
2B 1B 1B 931M 699M 466M 233M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$511,644,428

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Brochure Summary