other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 5
Registration SEC, Approved, 06/29/2015
Other registrations (1)
AUM* 368,243,492 23.77%
of that, discretionary 368,243,492 23.77%
Private Fund GAV* 368,243,492 10.97%
Avg Account Size 368,243,492 23.77%
SMA’s No
Private Funds 1
Contact Info 312 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

369M 316M 264M 211M 158M 105M 53M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$368,243,492

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser FOREST HILL CAPITAL, LLC Hedge Fund66.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV66.5m AUM146.7m #Funds1
Adviser LIZARD INVESTORS LLC Hedge Fund20.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV20.6m AUM223.1m #Funds2
Adviser RESOLUTE GLOBAL PARTNERS, LTD. Hedge Fund315.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV315.4m AUM315.4m #Funds1
Adviser TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM304.3m #Funds-
Adviser ENGINE NO.1 LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM299.9m #Funds-
Adviser ARISTIDES CAPITAL LLC Hedge Fund472.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV472.8m AUM472.8m #Funds5
Adviser COOK & BYNUM CAPITAL MANAGEMENT, LLC Hedge Fund256.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV256.9m AUM322.2m #Funds3
Adviser BHZ CAPITAL MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM153.0m #Funds-
Adviser PILGRIM GLOBAL ADVISORS LLC Hedge Fund784.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund167.7m Total Private Fund GAV951.9m AUM951.9m #Funds2
Adviser WAYCROSS PARTNERS, LLC Hedge Fund127.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV127.4m AUM865.5m #Funds3

Brochure Summary