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Adviser Profile

As of Date 02/01/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 4
Registration SEC, Approved, 11/08/2021
AUM* 1,157,895,361 210.31%
of that, discretionary 1,157,895,361 210.31%
Private Fund GAV* 1,157,895,361 210.31%
Avg Account Size 231,579,072 -37.94%
SMA’s No
Private Funds 5 4
Contact Info 917 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
373M 320M 267M 213M 160M 107M 53M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$1,157,895,361

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Brochure Summary