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Adviser Profile

As of Date 03/04/2025
Adviser Type - Large advisory firm
Number of Employees 20 -9.09%
of those in investment advisory functions 15 -16.67%
Registration SEC, Approved, 03/28/2012
AUM* 1,146,047,592 -9.80%
of that, discretionary 950,377,224 -4.95%
Private Fund GAV* 2,270,812,986 231.20%
Avg Account Size 28,651,190 -84.22%
SMA’s No
Private Funds 11 4
Contact Info 214 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

1B 1B 873M 698M 524M 349M 175M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$700,000,000
Fund TypeReal Estate Fund Count10 GAV$1,570,812,986

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Brochure Summary