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Adviser Profile

As of Date 05/02/2024
Adviser Type - Large advisory firm
Number of Employees 24 20.00%
of those in investment advisory functions 20 17.65%
Registration SEC, Approved, 04/22/2014
Other registrations (1)
AUM* 2,082,555,828 1.06%
of that, discretionary 2,082,555,828 1.06%
Private Fund GAV* 2,082,555,828 1.06%
Avg Account Size 189,323,257 1.06%
SMA’s No
Private Funds 11
Contact Info 312 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

Discretionary
Non-discretionary
2B 2B 1B 1B 883M 589M 294M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count11 GAV$2,082,555,828

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Brochure Summary