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Adviser Profile

As of Date 08/13/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 17 -26.09%
of those in investment advisory functions 12 -33.33%
Registration SEC, Approved, 07/25/2008
AUM* 3,551,255,917 1.66%
of that, discretionary 3,551,255,917 4.63%
Private Fund GAV* 1,579,244,454 28.61%
Avg Account Size 208,897,407 -28.24%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
5B 5B 4B 3B 2B 2B 762M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,579,244,454

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker09857LAN8 Stock NameBOOKING HOLDINGS INC $ Position$31,469,750 % Position9.00% $ Change # Change
Stck Ticker682189AS4 Stock NameON SEMICONDUCTOR CORP $ Position$33,165,306 % Position9.00% $ Change # Change
Stck Ticker00971TAJ0 Stock NameAKAMAI TECHNOLOGIES INC $ Position$31,169,563 % Position8.00% $ Change # Change
Stck Ticker345370CZ1 Stock NameFORD MTR CO DEL $ Position$31,103,091 % Position8.00% $ Change # Change
Stck Ticker298736AL3 Stock NameEURONET WORLDWIDE INC $ Position$27,878,271 % Position8.00% $ Change # Change
Stck Ticker844741BG2 Stock NameSOUTHWEST AIRLS CO $ Position$26,934,041 % Position7.00% $ Change # Change
Stck Ticker91688R108 Stock NameUR-ENERGY INC $ Position$17,113,515 % Position5.00% $ Change # Change
Stck Ticker94419LAM3 Stock NameWAYFAIR INC $ Position$13,228,074 % Position4.00% $ Change # Change
Stck Ticker916896103 Stock NameURANIUM ENERGY CORP $ Position$9,615,189 % Position3.00% $ Change # Change
Stck Ticker29355AAK3 Stock NameENPHASE ENERGY INC $ Position$9,317,056 % Position3.00% $ Change # Change

Brochure Summary