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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 15
of those in investment advisory functions 8 -20.00%
Registration SEC, Approved, 01/11/1996
AUM* 853,012,573 -44.72%
of that, discretionary 853,012,573 -44.72%
Private Fund GAV* 464,010,963 -67.00%
Avg Account Size 53,313,286 -34.35%
SMA’s No
Private Funds 17 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

2B 2B 2B 1B 1B 691M 346M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count17 GAV$464,010,963

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Brochure Summary