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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees
of those in investment advisory functions
Registration SEC, Approved, 01/03/2012
AUM* 563,027,682 30.26%
of that, discretionary 563,027,682 30.26%
Private Fund GAV* 563,027,682
Avg Account Size 563,027,682 30.26%
SMA’s No
Private Funds 1
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

3B 2B 2B 1B 1B 730M 365M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$563,027,682

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