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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 2
Registration SEC, Approved, 03/08/2012

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

262M 225M 187M 150M 112M 75M 37M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$266,783,359

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Brochure Summary