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Adviser Profile

Registration status Terminated
As of Date 03/02/2024
Adviser Type - Related adviser
Number of Employees 8
of those in investment advisory functions 2
AUM* 88,176,467 -89.85%
of that, discretionary 88,176,467 -73.60%
Private Fund GAV* 0 -100.00%
Avg Account Size 9,797,385 -66.15%
% High Net Worth < 0.01% -100.00%
SMA’s Yes
Private Funds 0 7
Contact Info 713 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
559M 479M 399M 319M 239M 160M 80M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees