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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 17 -22.73%
of those in investment advisory functions 13 -13.33%
Registration SEC, Approved, 02/23/2012
AUM* 1,439,687,423 -11.43%
of that, discretionary 1,439,687,423 -11.43%
Private Fund GAV* 1,465,582,653 1.41%
Avg Account Size 130,880,675 20.78%
SMA’s No
Private Funds 11 4
Contact Info 202 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 722M 361M
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 Count11 GAV$1,465,582,653

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Brochure Summary