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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 14
of those in investment advisory functions 9
Registration SEC, 120-Day Approval, 08/01/2023
Other registrations (1)
AUM* 1,784,051,710
of that, discretionary 1,784,051,710
Private Fund GAV* 0
Avg Account Size 1,784,051,710
SMA’s No
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

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 TypeHedge Fund Count1 GAV$

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Brochure Summary