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Adviser Profile

As of Date 03/11/2025
Adviser Type - Large advisory firm
Number of Employees 36 33.33%
of those in investment advisory functions 21 40.00%
Registration SEC, Approved, 05/11/2016
AUM* 426,373,359 -32.95%
of that, discretionary 426,373,359 -32.95%
Private Fund GAV* 26,867,341
Avg Account Size 42,637,336 -12.83%
SMA’s Yes
Private Funds 2 1
Contact Info +44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
636M 545M 454M 363M 273M 182M 91M
2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$26,867,341

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Brochure Summary