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Adviser Profile

As of Date 05/02/2024
Adviser Type - Large advisory firm
Number of Employees 9 -18.18%
of those in investment advisory functions 6 50.00%
Registration SEC, Approved, 04/21/2022
Other registrations (1)
AUM* 483,199,523 -32.05%
of that, discretionary 483,199,523 -32.05%
Private Fund GAV* 362,966,939 -41.39%
Avg Account Size 17,257,126 -24.77%
SMA’s No
Private Funds 28 3
Contact Info 424 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
711M 609M 508M 406M 305M 203M 102M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count28 GAV$362,966,939

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