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Adviser Profile

As of Date 07/09/2024
Adviser Type - Large advisory firm
Number of Employees 66 4.76%
of those in investment advisory functions 30 11.11%
Registration SEC, Approved, 03/15/2012
AUM* 74,801,493,375 9.07%
of that, discretionary 74,801,493,375 9.07%
Private Fund GAV* 74,801,493,375 9.07%
Avg Account Size 24,933,831,125 9.07%
SMA’s No
Private Funds 1
Contact Info 212 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

Discretionary
Non-discretionary
69B 59B 49B 39B 29B 20B 10B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$74,801,493,375

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Brochure Summary