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Adviser Profile

Registration status Terminated
As of Date 07/29/2021
Adviser Type - Large advisory firm
Number of Employees 28 -24.32%
of those in investment advisory functions 8

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

530M 454M 379M 303M 227M 151M 76M
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees