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Adviser Profile

As of Date 04/24/2024
Adviser Type - Large advisory firm
Number of Employees 14 -26.32%
of those in investment advisory functions 13 -23.53%
Registration SEC, Approved, 3/30/2012
AUM* 1,404,306,159 -4.43%
of that, discretionary 1,404,306,159 -4.43%
Private Fund GAV* 1,404,306,158 -6.00%
Avg Account Size 108,023,551 -4.43%
SMA’s No
Private Funds 11
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

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 1B 845M 634M 423M 211M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count11 GAV$1,404,306,158

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