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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 12 71.43%
of those in investment advisory functions 9 200.00%
Registration SEC, Approved, 07/30/2021
Other registrations (1)
AUM* 628,850,524 85.10%
of that, discretionary 628,850,524 85.10%
Private Fund GAV* 628,850,524 22.91%
Avg Account Size 78,606,316 85.10%
SMA’s No
Private Funds 8 4
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count8 GAV$628,850,524

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