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Adviser Profile

As of Date 05/06/2024
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 09/17/2021
AUM* 309,418,258 74.98%
of that, discretionary 276,490,624 82.13%
Private Fund GAV* 111,831,803
Avg Account Size 77,354,565 -12.51%
SMA’s No
Private Funds 2 1
Contact Info 202 xxxxxxx

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
152M 130M 108M 87M 65M 43M 22M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$111,831,803

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Brochure Summary