other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Terminated
As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 26
of those in investment advisory functions 11
AUM* 1,418,761,298
of that, discretionary 1,418,761,298
Private Fund GAV* 0
Avg Account Size 354,690,325
SMA’s No
Private Funds 0 4
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

12B 11B 9B 7B 5B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary