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Adviser Profile

As of Date 03/19/2024
Adviser Type - Related adviser
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 10/13/2022
AUM* 21,310,888 35.84%
of that, discretionary 21,310,888 35.84%
Private Fund GAV* 21,310,888 35.84%
Avg Account Size 10,655,444 35.84%
SMA’s No
Private Funds 2
Contact Info 205 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
16M 13M 11M 9M 7M 4M 2M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$3,517,885
Fund TypeOther Private Fund Count1 GAV$17,793,003

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