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

Adviser Profile

Registration status Terminated
As of Date 03/27/2019
Adviser Type - Large advisory firm
Number of Employees 14
of those in investment advisory functions 10
AUM* 131,400,000 -0.45%
of that, discretionary 131,400,000 -0.45%
Private Fund GAV* 0
Avg Account Size 32,850,000 24.43%
SMA’s No
Private Funds 0 5

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

313M 268M 224M 179M 134M 89M 45M
2015 2016 2017 2018 2019
Discretionary
Non-discretionary

Private Funds

Employees