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Adviser Profile

As of Date 02/07/2024
Adviser Type - Large advisory firm
Number of Employees 11 -15.38%
of those in investment advisory functions 11 -15.38%
Registration SEC, Approved, 03/30/2012
AUM* 279,365,187 15.38%
of that, discretionary 279,365,187 15.38%
Private Fund GAV* 279,365,187 15.38%
Avg Account Size 31,040,576 2.56%
SMA’s No
Private Funds 9 1
Contact Info 781 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
247M 211M 176M 141M 106M 70M 35M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$279,365,187

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