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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
Registration SEC, Approved, 06/22/2015
AUM* 32,190,711 -53.95%
of that, discretionary 7,108,941 9.86%
Private Fund GAV* 0 -100.00%
Avg Account Size 16,095,356 -30.92%
SMA’s No
Private Funds 0 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

71M 61M 51M 40M 30M 20M 10M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary