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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 9
Registration SEC, Approved, 06/08/2011
AUM* 1,963,600,000 -26.37%
of that, discretionary 1,963,600,000 -26.37%
Private Fund GAV* 2,127,359,240 -20.74%
Avg Account Size 327,266,667 -14.09%
SMA’s Yes
Private Funds 6 1
Contact Info 614 xxxxxxx

Client Types

- Other

Advisory Activities

Compensation Arrangments

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

Reported AUM

3B 2B 2B 2B 1B 762M 381M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count6 GAV$2,127,359,240

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Brochure Summary