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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 11 -8.33%
of those in investment advisory functions 9 -10.00%
Registration SEC, Approved, 07/18/2014
Other registrations (1)
AUM* 170,841,000 -17.11%
of that, discretionary 170,841,000 -17.11%
Private Fund GAV* 170,841,000
Avg Account Size 85,420,500 -17.11%
SMA’s No
Private Funds 2
Contact Info +1 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
348M 299M 249M 199M 149M 100M 50M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$170,841,000

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Brochure Summary