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Adviser Profile

Registration status Terminated
As of Date 10/06/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
AUM* 455,590,885 -5.58%
of that, discretionary 0
Private Fund GAV* 0 -100.00%
Avg Account Size 227,795,443 -5.58%
SMA’s No
Private Funds 0 2
Contact Info 781 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
552M 473M 395M 316M 237M 158M 79M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary