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Adviser Profile

As of Date 04/11/2025
Adviser Type - Related adviser
Number of Employees 18
of those in investment advisory functions 10
Registration SEC, 120-Day Approval, 05/23/2023
Other registrations (1)
AUM* 715,000,000
of that, discretionary 715,000,000
Private Fund GAV* 73,000,000 18.31%
Avg Account Size 178,750,000
SMA’s No
Private Funds 3
Contact Info +1. xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$
Fund TypeOther Private Fund Count2 GAV$73,000,000

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Brochure Summary