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Adviser Profile

As of Date 09/06/2024
Adviser Type - Large advisory firm
Number of Employees 21 -27.59%
of those in investment advisory functions 15 -21.05%
Registration SEC, Approved, 01/02/2013
AUM* 1,303,608,074 -29.69%
of that, discretionary 1,303,608,074 -27.70%
Private Fund GAV* 1,303,608,074 -27.90%
Avg Account Size 434,536,025 17.18%
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

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count3 GAV$1,303,608,074

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