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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 23 76.92%
of those in investment advisory functions 11 22.22%
Registration SEC, Approved, 10/20/2022
AUM* 1,589,046,742 -23.59%
of that, discretionary 48,134,938 81.95%
Private Fund GAV* 48,134,938 56.90%
Avg Account Size 397,261,686 -4.49%
SMA’s No
Private Funds 2 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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$48,134,938

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Brochure Summary