| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/28/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 25 |
| of those in investment advisory functions | 6 |
| Registration | SEC, Approved, 03/31/2025 |
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| Former registrations | |
| AUM* | 253,416,066 |
| of that, discretionary | 0 |
| Private Fund GAV* | 253,416,066 100.00% |
| Avg Account Size | 11,518,912 |
| SMA’s | No |
| Private Funds | 29 |
| Contact Info | (64 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 | Count6 | GAV$57,843,431 |
| Fund TypeReal Estate Fund | Count1 | GAV$5,962,265 |
| Fund TypeVenture Capital Fund | Count8 | GAV$44,651,368 |
| Fund TypeOther Private Fund | Count14 | GAV$144,959,002 |