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Adviser Profile

As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 5 -16.67%
of those in investment advisory functions 3
Registration SEC, Approved, 07/08/2015
AUM* 198,964,717 9.46%
of that, discretionary 198,964,717 9.46%
Private Fund GAV* 125,398,544 -2.07%
Avg Account Size 49,741,179 -17.91%
SMA’s No
Private Funds 2
Contact Info 303 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
225M 193M 161M 128M 96M 64M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$125,398,544

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Top Holdings

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Stck TickerG3730V105 Stock NameFTAI AVIATION LTD $ Position$9,928,959 % Position5.00% $ Change9.00% # Change-16.00%
Stck Ticker501270102 Stock NameKURA SUSHI USA INC $ Position$4,590,228 % Position3.00% $ Change162.00% # Change105.00%
Stck Ticker51819L107 Stock NameLATHAM GROUP INC $ Position$5,178,479 % Position3.00% $ Change283.00% # Change71.00%
Stck Ticker518415104 Stock NameLATTICE SEMICONDUCTOR CORP $ Position$5,794,023 % Position3.00% $ Change # Change
Stck Ticker077347300 Stock NameBEL FUSE INC $ Position$5,055,965 % Position3.00% $ Change40.00% # Change16.00%
Stck Ticker574795100 Stock NameMASIMO CORP $ Position$4,538,687 % Position3.00% $ Change45.00% # Change37.00%
Stck Ticker640491106 Stock NameNEOGEN CORP $ Position$5,341,193 % Position3.00% $ Change18.00% # Change10.00%
Stck TickerL72967109 Stock NameORION S.A. $ Position$5,490,876 % Position3.00% $ Change37.00% # Change68.00%

Brochure Summary