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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 78 -23.53%
of those in investment advisory functions 34 -12.82%
Registration SEC, Approved, 05/10/2013
AUM* 1,419,140,922 -2.52%
of that, discretionary 1,419,140,922 -2.47%
Private Fund GAV* 1,325,712,633 -6.77%
Avg Account Size 101,367,209 -2.52%
SMA’s Yes
Private Funds 11 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1B 1B 1B 831M 624M 416M 208M
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 Count11 GAV$1,325,712,633

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Brochure Summary