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

Adviser Profile

Registration status Terminated
As of Date 04/01/2024
Adviser Type - Large advisory firm
Number of Employees 13
of those in investment advisory functions 6
AUM* 393,743,621
of that, discretionary 108,305,279
Private Fund GAV* 0 -100.00%
Avg Account Size 131,247,874
SMA’s Yes
Private Funds 0 1
Contact Info 310 xxxxxxx

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
505M 433M 361M 289M 216M 144M 72M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary