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Adviser Profile

Registration status Terminated
As of Date 03/31/2024
Adviser Type - Large advisory firm
Number of Employees 15
of those in investment advisory functions 15
AUM* 327,422,342
of that, discretionary 327,422,342
Private Fund GAV* 0
Avg Account Size 25,186,334
SMA’s Yes
Private Funds 0 7
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

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

3B 3B 2B 2B 1B 956M 478M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary