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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 18 5.88%
of those in investment advisory functions 15 7.14%
Registration SEC, Approved, 03/23/2012
AUM* 1,671,775,776 8.51%
of that, discretionary 1,671,775,776 8.51%
Private Fund GAV* 1,671,775,776 6.07%
Avg Account Size 167,177,578 8.51%
SMA’s No
Private Funds 10
Contact Info 704 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

2B 1B 1B 966M 724M 483M 241M
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 Count10 GAV$1,671,775,776

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