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

Adviser Profile

As of Date 01/13/2025
Adviser Type - Large advisory firm
Number of Employees 25 -7.41%
of those in investment advisory functions 15
Registration SEC, Approved, 02/24/2012
AUM* 1,390,000,000 -0.71%
of that, discretionary 280,000,000 100.00%
Private Fund GAV* 2,134,400,000
Avg Account Size 347,500,000 -25.54%
SMA’s No
Private Funds 4 1
Contact Info 614 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

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 Count4 GAV$2,134,400,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CAPROCK PARTNERS MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund25.0m Real Estate Fund1.6b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.7b #Funds15
Adviser OAKHURST ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund290.7m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV290.7m AUM1.2b #Funds22
Adviser HCR WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund2.3m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.3m AUM1.5b #Funds1
Adviser WALKER & DUNLOP INVESTMENT PARTNERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund463.7m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV463.7m AUM1.6b #Funds22
Adviser ELION PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund1.3b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3b AUM1.3b #Funds21
Adviser CALMWATER CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund827.5m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV827.5m AUM1.1b #Funds6
Adviser MACK REAL ESTATE CREDIT STRATEGIES, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund1.4b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.4b AUM1.5b #Funds11
Adviser MAXIM CAPITAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund2.5b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.5b AUM1.8b #Funds10
Adviser THE PRAEDIUM GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund1.6b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.6b #Funds19
Adviser DOME EQUITIES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund951.9m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV951.9m AUM951.9m #Funds17

Brochure Summary