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Adviser Profile

As of Date 04/18/2024
Adviser Type - Large advisory firm
Number of Employees 15 -21.05%
of those in investment advisory functions 6 -40.00%
Registration SEC, Approved, 08/14/2013
AUM* 1,423,429,267 -27.93%
of that, discretionary 1,423,429,267 -27.93%
Private Fund GAV* 1,423,429,266
Avg Account Size 203,347,038 -38.22%
SMA’s No
Private Funds 7 3
Contact Info 617 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

4B 3B 3B 2B 2B 1B 539M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$1,423,429,266

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Brochure Summary