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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 5
Registration SEC, Approved, 06/02/2023
AUM* 341,781,076
of that, discretionary 341,781,076
Private Fund GAV* 298,841,076 85.31%
Avg Account Size 20,104,769
SMA’s No
Private Funds 17
Contact Info 908 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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count17 GAV$298,841,076

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Brochure Summary