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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 23 43.75%
of those in investment advisory functions 16 23.08%
Registration SEC, Approved, 05/06/2022
AUM* 261,527,343 64.41%
of that, discretionary 261,527,343 64.41%
Private Fund GAV* 234,689,325 61.08%
Avg Account Size 65,381,836 23.31%
SMA’s No
Private Funds 4 2
Contact Info 202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

159M 136M 114M 91M 68M 45M 23M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count4 GAV$234,689,325

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Brochure Summary