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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

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

Private Funds



Employees

Private Funds Structure

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

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Brochure Summary