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Adviser Profile

As of Date 03/29/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 2
of those in investment advisory functions 1
Registration SEC, Approved, 09/09/1992
AUM* 52,563,974 -9.41%
of that, discretionary 52,563,974 -9.41%
Private Fund GAV* 28,989,404 -8.92%
Avg Account Size 17,521,325 -9.41%
SMA’s Yes
Private Funds 1
Contact Info 914 xxxxxxx
Websites

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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$28,989,404

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