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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 57 16.33%
of those in investment advisory functions 31 19.23%
Registration SEC, Approved, 01/31/2008
AUM* 8,706,801,220 28.44%
of that, discretionary 8,328,555,856 27.75%
Private Fund GAV* 2,249,356,857
Avg Account Size 483,711,179 -21.51%
SMA’s Yes
Private Funds 8 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Business development companies
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 931M
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 Count8 GAV$2,249,356,857

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Brochure Summary