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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 11 -15.38%
of those in investment advisory functions 10 -9.09%
Registration SEC, Approved, 01/27/2006
AUM* 264,917,508 -36.57%
of that, discretionary 264,917,508 -36.57%
Private Fund GAV* 264,917,508 -0.77%
Avg Account Size 88,305,836 -36.57%
SMA’s No
Private Funds 3
Contact Info 512 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

963M 825M 688M 550M 413M 275M 138M
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 Count3 GAV$264,917,508

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Brochure Summary