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Adviser Profile

As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 11 -15.38%
of those in investment advisory functions 6 -14.29%
Registration SEC, Approved, 01/08/1987
AUM* 728,571,967 -9.07%
of that, discretionary 728,571,967 -9.07%
Private Fund GAV* 448,559,135 -14.39%
Avg Account Size 80,952,441 -9.07%
SMA’s Yes
Private Funds 4
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 874M 655M 437M 218M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$410,849,837
Fund TypeOther Private Fund Count1 GAV$37,709,298

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker36352H100 Stock NameGALIANO GOLD INC $ Position$62,230,417 % Position40.00% $ Change24.00% # Change0.00%
Stck Ticker500688106 Stock NameKOSMOS ENERGY LTD $ Position$35,121,024 % Position23.00% $ Change13.00% # Change21.00%
Stck Ticker11777Q209 Stock NameB2GOLD CORP $ Position$16,184,987 % Position10.00% $ Change35.00% # Change32.00%
Stck Ticker284902509 Stock NameELDORADO GOLD CORP NEW $ Position$11,086,229 % Position7.00% $ Change-7.00% # Change-12.00%
Stck Ticker92859G608 Stock NameVIZSLA SILVER CORP $ Position$9,503,106 % Position6.00% $ Change # Change
Stck Ticker45826T509 Stock NameINTEGRA RES CORP $ Position$8,054,793 % Position5.00% $ Change63.00% # Change27.00%
Stck Ticker38500T200 Stock NameGRAN TIERRA ENERGY INC $ Position$7,735,478 % Position5.00% $ Change # Change
Stck Ticker85207H104 Stock NameSPROTT PHYSICAL GOLD TR $ Position$2,378,014 % Position2.00% $ Change4.00% # Change0.00%
Stck Ticker68828E809 Stock NameOSISKO DEVELOPMENT CORP $ Position$2,994,267 % Position2.00% $ Change-13.00% # Change0.00%

Brochure Summary