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Adviser Profile

Registration status Terminated
As of Date 01/07/2024
Adviser Type - Large advisory firm
Number of Employees 63
of those in investment advisory functions 50
AUM* 9,574,140,392
of that, discretionary 9,574,140,392
Private Fund GAV* 0 -100.00%
Avg Account Size 398,922,516
SMA’s No
Private Funds 0 24
Contact Info 212 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

Discretionary
Non-discretionary
10B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary