other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 19 46.15%
of those in investment advisory functions 12 33.33%
Registration SEC, Approved, 10/20/2022
AUM* 1,917,409,765 -7.80%
of that, discretionary 30,678,807 15.96%
Private Fund GAV* 30,678,807
Avg Account Size 383,481,953 -7.80%
SMA’s No
Private Funds 1
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

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

Discretionary
Non-discretionary
2B 2B 1B 1B 880M 587M 293M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$30,678,807

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser GEMSPRING CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund4.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.1b AUM4.1b #Funds12
Adviser ATERIAN INVESTMENT MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund2.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.2b AUM2.2b #Funds7
Adviser JUNIPER CAPITAL ADVISORS, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund1.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.4b AUM1.4b #Funds6
Adviser TRIGUARD MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund2.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.0b AUM2.0b #Funds6
Adviser PERCHERON CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund1.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.4b AUM3.1b #Funds12
Adviser SUNSTONE PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund1.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3b AUM2.2b #Funds8
Adviser CLEARVIEW CAPITAL, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund2.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.1b AUM2.1b #Funds11
Adviser POPULAR SECURITIES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund200.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV200.0m AUM2.2b #Funds1
Adviser WESTVIEW CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.1b AUM2.1b #Funds3
Adviser WILLOWRIDGE PARTNERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund2.7b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.7b AUM2.4b #Funds9

Brochure Summary