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Adviser Profile

As of Date 03/19/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 8
of those in investment advisory functions 4
Registration SEC, Approved, 02/05/2009
AUM* 353,447,082 20.00%
of that, discretionary 353,447,082 20.00%
Private Fund GAV* 276,161,335 19.33%
Avg Account Size 70,689,416 115.99%
% High Net Worth 20.00% 80.00%
SMA’s Yes
Private Funds 3
Contact Info 205 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- 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
381M 326M 272M 218M 163M 109M 54M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$276,161,335

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBerkshire Hathaway Inc. $ Position$46,765,728 % Position36.00% $ Change-3.00% # Change0.00%
Stck TickerG9001E128 Stock NameLiberty Latin America LTD - CL C $ Position$28,139,991 % Position21.00% $ Change38.00% # Change0.00%
Stck Ticker344419106 Stock NameFomento Economico Mexicano S.A.B. de C.V. ADR $ Position$26,697,954 % Position20.00% $ Change-17.00% # Change0.00%
Stck Ticker03524A108 Stock NameAnheuser Busch Inbev $ Position$26,450,749 % Position20.00% $ Change-4.00% # Change0.00%
Stck TickerG9001E102 Stock NameLiberty Latin America LTD - CL A $ Position$3,347,788 % Position3.00% $ Change38.00% # Change0.00%

Brochure Summary