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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 7 40.00%
of those in investment advisory functions 5 25.00%
Registration SEC, 120-Day Approval, 10/07/2022
Other registrations (1)
AUM* 347,825,830 15.69%
of that, discretionary 347,825,830 15.69%
Private Fund GAV* 347,825,830 15.69%
Avg Account Size 347,825,830 15.69%
SMA’s No
Private Funds 1
Contact Info 212 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

301M 258M 215M 172M 129M 86M 43M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$347,825,830

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Brochure Summary