other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 21 -22.22%
of those in investment advisory functions 16 -5.88%
Registration SEC, Approved, 01/02/2014
AUM* 1,980,225,074 -5.24%
of that, discretionary 1,980,225,074 -5.24%
Private Fund GAV* 1,980,225,074 -9.71%
Avg Account Size 282,889,296 8.29%
SMA’s No
Private Funds 7 1
Contact Info (21 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

2B 2B 1B 1B 896M 597M 299M
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$1,980,225,074

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser JUNIPER CAPITAL ADVISORS, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund719.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV719.1m AUM719.1m #Funds6
Adviser GROUNDED CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund48.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV48.1m AUM1.6b #Funds2
Adviser GEMSPRING CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund3.8b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.8b AUM3.8b #Funds13
Adviser SUNSTONE PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund1.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3b AUM2.0b #Funds8
Adviser TRIGUARD MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.9b AUM1.8b #Funds6
Adviser WESTVIEW CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.2b AUM2.1b #Funds3
Adviser PERCHERON CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund2.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.1b AUM3.6b #Funds13
Adviser CROSSPOINT CAPITAL PARTNERS, LP Hedge Fund- Liquidity Fund- Private Equity Fund6.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund819.4m Other Fund- Total Private Fund GAV7.7b AUM6.9b #Funds10
Adviser CLEARVIEW CAPITAL, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund2.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.1b AUM2.1b #Funds11
Adviser POPULAR SECURITIES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.3b #Funds-

Brochure Summary