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Adviser Profile

As of Date 03/31/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 2
of those in investment advisory functions 1
Registration SEC, Approved, 09/09/1992
AUM* 56,664,576 -2.34%
of that, discretionary 56,664,576 -2.34%
Private Fund GAV* 30,905,490 6.61%
Avg Account Size 18,888,192 -2.34%
SMA’s Yes
Private Funds 1
Contact Info 914 xxxxxxx

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

67M 57M 48M 38M 29M 19M 10M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$30,905,490

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