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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 25 -7.41%
of those in investment advisory functions 10 -33.33%
Registration SEC, Approved, 02/24/2012
AUM* 1,383,264,959 -1.20%
of that, discretionary 291,141,880 100.00%
Private Fund GAV* 1,157,280,184 -45.78%
Avg Account Size 461,088,320 -1.20%
SMA’s No
Private Funds 2 1
Contact Info 614 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 903M 451M
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 Count2 GAV$1,157,280,184

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Brochure Summary