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Adviser Profile

As of Date 06/03/2024
Adviser Type - Large advisory firm
Number of Employees 46 12.20%
of those in investment advisory functions 24 9.09%
Registration SEC, Approved, 01/30/2015
AUM* 1,953,202,075 12.81%
of that, discretionary 1,953,202,075 12.81%
Private Fund GAV* 1,953,202,076
Avg Account Size 162,766,840 12.81%
SMA’s No
Private Funds 12
Contact Info 561 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 1B 1B 989M 742M 495M 247M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count12 GAV$1,953,202,076

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Brochure Summary