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Adviser Profile

Registration status Terminated
As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 3
AUM* 256,898,885 -7.09%
of that, discretionary 256,898,885 -7.09%
Private Fund GAV* 0 -100.00%
Avg Account Size 128,449,443 -7.09%
SMA’s No
Private Funds 0 1
Contact Info 312 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
320M 274M 228M 183M 137M 91M 46M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary