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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 18 -37.93%
of those in investment advisory functions 14 -26.32%
Registration SEC, Approved, 01/02/2013
AUM* 939,293,739 -49.34%
of that, discretionary 939,293,739 -47.91%
Private Fund GAV* 939,293,739 -39.21%
Avg Account Size 313,097,913 -15.57%
SMA’s Yes
Private Funds 3 1
Contact Info 503 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 1B 1B 802M 535M 267M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count3 GAV$939,293,739

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