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Adviser Profile

Registration status Terminated
As of Date 06/29/2024
Adviser Type - Large advisory firm
Number of Employees 7 -36.36%
of those in investment advisory functions 2 -66.67%
AUM* 195,444,674 -79.11%
of that, discretionary 195,444,674 -79.11%
Private Fund GAV* 0 -100.00%
Avg Account Size 24,430,584 -11.22%
SMA’s Yes
Private Funds 0 22
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 3B 2B 2B 814M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary