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Adviser Profile

As of Date 04/29/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 7
Registration SEC, Approved, 08/01/2023
Other registrations (1)
AUM* 334,471,472
of that, discretionary 334,471,472
Private Fund GAV* 319,139,000 58.72%
Avg Account Size 66,894,294
SMA’s No
Private Funds 5
Contact Info 317 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 Count5 GAV$319,139,000

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