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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 15 -11.76%
of those in investment advisory functions 15 -11.76%
Registration SEC, Approved, 03/30/2012
AUM* 531,818,560 28.91%
of that, discretionary 531,818,560 28.91%
Private Fund GAV* 531,828,560 66.68%
Avg Account Size 177,272,853 -14.06%
SMA’s No
Private Funds 2 1
Contact Info 914 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1B 1B 922M 737M 553M 369M 184M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count2 GAV$531,828,560

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Brochure Summary