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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 13 -45.83%
of those in investment advisory functions 2 -50.00%
Registration SEC, Approved, 04/02/2014
AUM* 1,045,341,957 70.83%
of that, discretionary 1,045,341,957 70.83%
Private Fund GAV* 0
Avg Account Size 149,334,565 70.83%
SMA’s No
Private Funds 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 870M 696M 522M 348M 174M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$

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Brochure Summary