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Adviser Profile

As of Date 05/14/2024
Adviser Type - Related adviser
Number of Employees 18
of those in investment advisory functions 7
Registration SEC, 120-Day Approval, 05/23/2023
Other registrations (1)
AUM* 600,000,000
of that, discretionary 600,000,000
Private Fund GAV* 61,700,000
Avg Account Size 200,000,000
SMA’s No
Private Funds 1
Contact Info +1. xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

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

Compensation Arrangments

- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$61,700,000

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Brochure Summary