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Adviser Profile

As of Date 08/05/2024
Adviser Type - Large advisory firm
Number of Employees 5 25.00%
of those in investment advisory functions 4 33.33%
Registration SEC, Approved, 09/24/2021
Other registrations (1)
AUM* 300,000,000 36.99%
of that, discretionary 300,000,000 36.99%
Private Fund GAV* 300,000,000
Avg Account Size 300,000,000 36.99%
SMA’s No
Private Funds 1
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
223M 191M 159M 127M 96M 64M 32M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$300,000,000

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Brochure Summary