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Adviser Profile

As of Date 02/18/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 01/26/2006
AUM* 34,328,446 -33.14%
of that, discretionary 34,328,446 -33.14%
Private Fund GAV* 0
Avg Account Size 11,442,815 -33.14%
SMA’s Yes
Private Funds 1
Contact Info (64 xxxxxxx

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

3B 2B 2B 2B 1B 786M 393M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$

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Brochure Summary