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Company Profile

As of Date 06/26/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 46 24.32%
of those in investment advisory functions 26 23.81%
AUM* 1,152,587,359 111.67%
of that, discretionary 466,540,821 24.90%
Private Fund GAV* 1,110,542,190 39.84%
Avg Account Size 64,032,631 122.86%
SMA’s No
Private Funds 19 12
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

374M 320M 267M 213M 160M 107M 53M
2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count14 GAV$1,088,022,190
Fund TypeReal Estate Fund Count5 GAV$22,520,000

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