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Adviser Profile

As of Date 03/26/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 09/08/2014
AUM* 45,002,704 -15.09%
of that, discretionary 45,002,704 -15.09%
Private Fund GAV* 51,000,000
Avg Account Size 45,002,704 -15.09%
SMA’s No
Private Funds 1
Contact Info 865 xxxxxxx

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

400M 343M 286M 229M 171M 114M 57M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$51,000,000

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