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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 11 22.22%
of those in investment advisory functions 10 11.11%
Registration SEC, Approved, 06/08/2011
AUM* 2,165,200,000 -18.81%
of that, discretionary 2,165,200,000 -18.81%
Private Fund GAV* 2,274,622,996 -15.25%
Avg Account Size 433,040,000 13.67%
SMA’s Yes
Private Funds 5 2
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 Count5 GAV$2,274,622,996

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Brochure Summary