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Adviser Profile

As of Date 07/15/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 7
Registration SEC, Approved, 03/23/2012
AUM* 293,821,000 33.23%
of that, discretionary 293,821,000 33.23%
Private Fund GAV* 271,865,216 48.15%
Avg Account Size 48,970,167 -11.18%
SMA’s No
Private Funds 6
Contact Info 770 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

Discretionary
Non-discretionary
354M 303M 253M 202M 152M 101M 51M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count6 GAV$271,865,216

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