other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Terminated
As of Date 03/09/2021
Adviser Type - Mid-sized advisory firm
Number of Employees 2
of those in investment advisory functions 2
AUM* 38,515,051
of that, discretionary 38,515,051
Private Fund GAV* 0
Avg Account Size 38,515,051
SMA’s No
Private Funds 0 4

Client Types

- Pooled investment vehicles

Advisory Activities

Compensation Arrangments

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

Reported AUM

237M 203M 169M 136M 102M 68M 34M
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees