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Adviser Profile

Registration status Terminated
As of Date 03/31/2021
Adviser Type - Related adviser
Number of Employees 37 -5.13%
of those in investment advisory functions 24
AUM* 50,901,739 -4.09%
of that, discretionary 50,901,739 -4.09%
Private Fund GAV* 0
Avg Account Size 16,967,246 -4.09%
SMA’s No
Private Funds 0 3
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

358M 307M 256M 205M 153M 102M 51M
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees