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Adviser Profile

As of Date 05/06/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 6
Registration SEC, 120-Day Approval, 06/23/2023
Other registrations (1)
AUM* 559,186,500
of that, discretionary 559,186,500
Private Fund GAV* 559,186,500
Avg Account Size 279,593,250
SMA’s No
Private Funds 2
Contact Info 646 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

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$559,186,500

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Brochure Summary