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Adviser Profile

As of Date 01/17/2025
Adviser Type - Large advisory firm
Number of Employees 16 14.29%
of those in investment advisory functions 8
Registration SEC, Approved, 05/20/2013
Other registrations (3)
AUM* 2,447,494,952 20.11%
of that, discretionary 2,447,494,952 20.11%
Private Fund GAV* 2,447,494,952
Avg Account Size 407,915,825 40.13%
SMA’s Yes
Private Funds 4 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

2B 2B 2B 1B 900M 600M 300M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$2,447,494,952

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