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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 9 -30.77%
of those in investment advisory functions 5 -28.57%
Registration SEC, Approved, 02/04/2002
AUM* 164,550,425 -89.03%
of that, discretionary 164,550,425 -89.03%
Private Fund GAV* 164,550,425 -75.29%
Avg Account Size 41,137,606 -86.29%
SMA’s No
Private Funds 4 1
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 2B 2B 2B 1B 751M 376M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$164,550,425

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