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Adviser Profile

Registration status Terminated
As of Date 04/13/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 2 -33.33%
AUM* 139,739,289 0.79%
of that, discretionary 139,739,289 0.79%
Private Fund GAV* 0 -100.00%
Avg Account Size 34,934,822 -24.41%
SMA’s No
Private Funds 0 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

494M 423M 353M 282M 212M 141M 71M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary