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Adviser Profile

Registration status Terminated
As of Date 11/01/2023
Adviser Type - Large advisory firm
Number of Employees 10 -9.09%
of those in investment advisory functions 10 -9.09%
AUM* 432,345,190 -36.28%
of that, discretionary 0 -100.00%
Private Fund GAV* 0
SMA’s Yes
Private Funds 0 3
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

588M 504M 420M 336M 252M 168M 84M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary