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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 13
of those in investment advisory functions 8
Registration SEC, Approved, 03/30/2012
AUM* 365,307,523 -7.00%
of that, discretionary 365,307,523 -7.00%
Private Fund GAV* 247,744,345 -24.79%
Avg Account Size 91,326,881 -7.00%
SMA’s No
Private Funds 1
Contact Info 212 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
789M 676M 564M 451M 338M 225M 113M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$247,744,345

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Brochure Summary