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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 29 3.57%
of those in investment advisory functions 16
Registration SEC, Approved, 02/19/2013
AUM* 1,987,707,776 -12.26%
of that, discretionary 1,946,750,013 -12.25%
Private Fund GAV* 1,478,898,990 -12.68%
Avg Account Size 99,385,389 -12.26%
SMA’s No
Private Funds 15 4
Contact Info 303 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 951M 634M 317M
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 Count15 GAV$1,478,898,990

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