| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/26/2025 |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - Related adviser |
|
| Number of Employees | 34 61.90% |
| of those in investment advisory functions | 18 100.00% |
| AUM* | 1,041,054,070 -22.02% |
| of that, discretionary | 1,041,054,070 -22.02% |
| Private Fund GAV* | 350,372,009 -28.01% |
| Avg Account Size | 80,081,082 -16.02% |
| SMA’s | Yes |
| Private Funds | 6 2 |
| Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count6 | GAV$350,372,009 |