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Adviser Profile

As of Date 03/18/2024
Adviser Type - Large advisory firm
Number of Employees 7 40.00%
of those in investment advisory functions 6 50.00%
Registration SEC, Approved, 09/29/2022
AUM* 288,918,289 8.91%
of that, discretionary 288,918,289 8.91%
Private Fund GAV* 81,507,275 -69.28%
Avg Account Size 144,459,145 8.91%
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
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
265M 227M 189M 152M 114M 76M 38M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count1 GAV$81,507,275

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Brochure Summary