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Adviser Profile

As of Date 05/02/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
Registration SEC, Approved, 07/29/2011
AUM* 851,813,961 6.63%
of that, discretionary 851,813,961 6.63%
Private Fund GAV* 566,737,917 5.34%
Avg Account Size 35,492,248 24.41%
% High Net Worth 73.91% -2.75%
SMA’s Yes
Private Funds 4 1
Contact Info 307 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
893M 765M 638M 510M 383M 255M 128M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$565,351,935
Fund TypeVenture Capital Fund Count1 GAV$1,385,982

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Brochure Summary