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Adviser Profile

As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 3 50.00%
of those in investment advisory functions 2
Registration SEC, Approved, 3/30/2012
AUM* 766,925,053 33.70%
of that, discretionary 766,925,053 33.70%
Private Fund GAV* 766,925,053 33.70%
Avg Account Size 383,462,527 33.70%
SMA’s No
Private Funds 2
Contact Info 973 xxxxxxx

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
825M 707M 589M 471M 354M 236M 118M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$766,925,053

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