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Adviser Profile

Registration status Terminated
As of Date 03/29/2025
Adviser Type - No longer eligible
Number of Employees 4 -42.86%
of those in investment advisory functions 2 -50.00%
AUM* 1,662,094 -99.63%
of that, discretionary 1,662,094 -99.63%
Private Fund GAV* 0 -100.00%
Avg Account Size 831,047 -99.63%
SMA’s No
Private Funds 0 2
Contact Info 202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

3B 3B 2B 2B 1B 958M 479M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary