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Adviser Profile

As of Date 04/02/2025
Adviser Type - Large advisory firm
Number of Employees 17 -10.53%
of those in investment advisory functions 12 -7.69%
Registration SEC, Approved, 10/09/2013
AUM* 551,293,272 -19.91%
of that, discretionary 551,293,272 -19.91%
Private Fund GAV* 551,293,272 -8.32%
Avg Account Size 275,646,636 20.14%
SMA’s No
Private Funds 2 1
Contact Info 248 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

783M 671M 560M 448M 336M 224M 112M
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 Count2 GAV$551,293,272

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Brochure Summary