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Adviser Profile

As of Date 08/19/2024
Adviser Type - Large advisory firm
Number of Employees 32 3.23%
of those in investment advisory functions 28 3.70%
Registration SEC, Approved, 02/23/2012
AUM* 2,785,535,662 -0.55%
of that, discretionary 2,785,535,662 -0.55%
Private Fund GAV* 2,785,535,662 -0.55%
Avg Account Size 557,107,132 79.02%
SMA’s No
Private Funds 5 4
Contact Info 781 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 800M 400M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$2,785,535,662

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Brochure Summary