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Adviser Profile

Registration status Terminated
As of Date 04/01/2020
Adviser Type - Large advisory firm
Number of Employees 27 -10.00%
of those in investment advisory functions 22
AUM* 568,332,961 -5.79%
of that, discretionary 568,332,961 -5.79%
Private Fund GAV* 0
Avg Account Size 142,083,240 -5.79%
SMA’s No
Private Funds 0 4
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

683M 585M 488M 390M 293M 195M 98M
2015 2016 2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

Employees