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Adviser Profile

As of Date 05/01/2024
Adviser Type - Large advisory firm
Number of Employees 6 -14.29%
of those in investment advisory functions 3
Registration SEC, Approved, 04/09/2013
AUM* 173,590,360 29.13%
of that, discretionary 173,590,360 29.13%
Private Fund GAV* 535,782
Avg Account Size 43,397,590 29.13%
SMA’s Yes
Private Funds 1
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

439M 376M 313M 251M 188M 125M 63M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$535,782

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Brochure Summary