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Adviser Profile

Registration status Terminated
As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 39 -98.97%
of those in investment advisory functions 2 -33.33%
AUM* 805,275,346 2.60%
of that, discretionary 805,275,346 2.60%
Private Fund GAV* 0 -100.00%
Avg Account Size 40,263,767 12.86%
% High Net Worth < 0.01% -100.00%
SMA’s No
Private Funds 0 22
Contact Info (21 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

22B 18B 15B 12B 9B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees