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

Adviser Profile

As of Date 11/25/2024
Adviser Type - Large advisory firm
Number of Employees 46 -36.11%
of those in investment advisory functions 19 -36.67%
Registration SEC, Approved, 01/27/2006
AUM* 6,809,997,877 -21.10%
of that, discretionary 6,809,997,877 -21.10%
Private Fund GAV* 3,205,236,393 -0.88%
Avg Account Size 28,855,923 88.89%
SMA’s Yes
Private Funds 35 4
Contact Info 703 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

13B 12B 10B 8B 6B 4B 2B
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 Count11 GAV$1,426,351,215
Fund TypePrivate Equity Fund Count18 GAV$1,044,258,654
Fund TypeReal Estate Fund Count2 GAV$520,241,024
Fund TypeOther Private Fund Count4 GAV$214,385,500

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser PERMIT CAPITAL, LLC Hedge Fund542.0m Liquidity Fund- Private Equity Fund3.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV545.6m AUM545.6m #Funds14
Adviser E CAPITAL MANAGEMENT L.P. Hedge Fund3.9b Liquidity Fund- Private Equity Fund228.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund329.5k Other Fund127.1m Total Private Fund GAV4.2b AUM4.2b #Funds37
Adviser OXFORD FINANCIAL GROUP, LTD Hedge Fund1.3b Liquidity Fund- Private Equity Fund1.7b Real Estate Fund24.9m Securitized Asset Fund- Venture Capital Fund- Other Fund105.6m Total Private Fund GAV3.1b AUM18.2b #Funds58
Adviser METLIFE INVESTMENT MANAGEMENT, LLC Hedge Fund551.9m Liquidity Fund- Private Equity Fund2.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund750.0m Total Private Fund GAV4.2b AUM499.5b #Funds21
Adviser LAVELLE CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund35.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund3.0m Other Fund16.7m Total Private Fund GAV57.9m AUM267.4m #Funds14
Adviser PETER KIMMELMAN ASSET MANAGEMENT LP Hedge Fund138.2m Liquidity Fund- Private Equity Fund19.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV157.3m AUM488.6m #Funds19
Adviser MAKENA CAPITAL MANAGEMENT, LLC Hedge Fund21.4b Liquidity Fund- Private Equity Fund3.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund97.6m Total Private Fund GAV25.4b AUM23.4b #Funds36
Adviser WESTWOOD WEALTH MANAGEMENT Hedge Fund165.3m Liquidity Fund- Private Equity Fund49.9m Real Estate Fund5.7m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV221.0m AUM433.3m #Funds11
Adviser CAZ INVESTMENTS L.P. Hedge Fund3.7b Liquidity Fund- Private Equity Fund3.0b Real Estate Fund14.7m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV6.8b AUM6.4b #Funds129
Adviser JORDAN PARK GROUP LLC Hedge Fund952.3m Liquidity Fund- Private Equity Fund1.8b Real Estate Fund664.1m Securitized Asset Fund- Venture Capital Fund- Other Fund1.6b Total Private Fund GAV5.0b AUM15.4b #Funds37

Brochure Summary