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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 17 -39.29%
of those in investment advisory functions 16 -42.86%
Registration SEC, Approved, 03/05/2012
AUM* 4,313,227,829 -7.23%
of that, discretionary 3,521,124,968 -24.27%
Private Fund GAV* 4,313,227,824 4.55%
Avg Account Size 287,548,522 -19.60%
SMA’s No
Private Funds 18 5
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

5B 4B 3B 3B 2B 1B 664M
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 Count3 GAV$
Fund TypeReal Estate Fund Count15 GAV$4,313,227,824

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Brochure Summary