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Adviser Profile

As of Date 03/11/2025
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 5
Registration SEC, Approved, 07/07/2022
AUM* 494,129,963 12.03%
of that, discretionary 494,129,963 12.03%
Private Fund GAV* 233,604,951 -40.11%
Avg Account Size 98,825,993 -32.78%
SMA’s No
Private Funds 3 2
Contact Info (64 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

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

441M 378M 315M 252M 189M 126M 63M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$233,604,951

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Brochure Summary