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Adviser Profile

As of Date 03/27/2025
Adviser Type - Related adviser
Number of Employees 25 -7.41%
of those in investment advisory functions 18 -14.29%
Registration SEC, Approved, 01/29/2008
AUM* 185,292,808 9.09%
of that, discretionary 185,292,808 9.09%
Private Fund GAV* 8,309,632 5.83%
Avg Account Size 11,580,801 43.19%
SMA’s Yes
Private Funds 1
Contact Info 913 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 1B 829M 622M 415M 207M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$8,309,632

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Brochure Summary