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Adviser Profile

As of Date 03/14/2025
Adviser Type - Large advisory firm
Number of Employees 5 -50.00%
of those in investment advisory functions 2 -66.67%
Registration SEC, Approved, 03/01/2012
AUM* 175,021,651 -71.89%
of that, discretionary 175,021,651 -71.89%
Private Fund GAV* 175,021,651 -69.95%
Avg Account Size 175,021,651 -43.77%
SMA’s No
Private Funds 4 2
Contact Info 212 xxxxxxx

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

4B 3B 3B 2B 2B 1B 513M
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 Count4 GAV$175,021,651

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Brochure Summary