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Adviser Profile

Registration status Terminated
As of Date 04/24/2024
Adviser Type - Large advisory firm
Number of Employees 2 -88.24%
of those in investment advisory functions 1 -90.00%
AUM* 701,270,249 -49.39%
of that, discretionary 701,270,249 -49.39%
Private Fund GAV* 0 -100.00%
Avg Account Size 233,756,750 102.44%
SMA’s Yes
Private Funds 0 3
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
8B 7B 6B 5B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary