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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 17 -5.56%
of those in investment advisory functions 15 -6.25%
Registration SEC, Approved, 06/16/2016
AUM* 475,757,000 3.26%
of that, discretionary 413,975,000 18.40%
Private Fund GAV* 413,975,000 3.79%
Avg Account Size 52,861,889 -31.16%
SMA’s Yes
Private Funds 4
Contact Info 704 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

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
350M 300M 250M 200M 150M 100M 50M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$413,975,000

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