| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 08/01/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 10 |
| of those in investment advisory functions | 10 |
| Registration | SEC, Approved, 7/25/2024 |
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| Former registrations | |
| AUM* | 217,022,396 |
| of that, discretionary | 217,022,396 |
| Private Fund GAV* | 270,350,689 100.00% |
| Avg Account Size | 19,729,309 |
| SMA’s | No |
| Private Funds | 11 |
| Contact Info | 501 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count3 | GAV$185,480,305 |
| Fund TypeReal Estate Fund | Count8 | GAV$84,870,384 |