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Adviser Profile

As of Date 05/03/2024
Adviser Type - Large advisory firm
Number of Employees 22
of those in investment advisory functions 16
Registration SEC, Approved, 09/29/2023
AUM* 823,806,897
of that, discretionary 823,806,897
Private Fund GAV* 823,806,897 17.02%
Avg Account Size 172,778
% High Net Worth 98.89%
SMA’s No
Private Funds 1
Contact Info 213 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Charitable organizations
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

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 TypeHedge Fund Count1 GAV$823,806,897

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