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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 4
Registration SEC, Approved, 06/17/2008
AUM* 223,474,087 3.93%
of that, discretionary 223,474,087 3.93%
Private Fund GAV* 197,797,537 -41.53%
Avg Account Size 31,924,870 3.93%
SMA’s No
Private Funds 6
Contact Info 224 xxxxxxx
Websites

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

Reported AUM

Discretionary
Non-discretionary
307M 263M 219M 175M 132M 88M 44M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$193,184,848
Fund TypeOther Private Fund Count1 GAV$4,612,689

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Brochure Summary