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Adviser Profile

As of Date 12/10/2024
Adviser Type - Large advisory firm
Number of Employees 7 -30.00%
of those in investment advisory functions 3 -25.00%
Registration SEC, Approved, 02/29/2012
AUM* 415,014,342 -44.52%
of that, discretionary 270,553,857 -55.02%
Private Fund GAV* 270,553,857
Avg Account Size 13,833,811 -35.27%
% High Net Worth 43.33% 8.33%
SMA’s Yes
Private Funds 8 2
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

602M 516M 430M 344M 258M 172M 86M
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 Count8 GAV$270,553,857

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Brochure Summary