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Adviser Profile

Registration status Terminated
As of Date 03/27/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 3
of those in investment advisory functions 1
AUM* 28,600,480 5.48%
of that, discretionary 28,600,480 5.48%
Private Fund GAV* 0 -100.00%
Avg Account Size 28,600,480 5.48%
% High Net Worth 100.00%
SMA’s No
Private Funds 0
Contact Info 1-6 xxxxxxx

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

548M 469M 391M 313M 235M 156M 78M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary