Adviser Profile

AUM* 128,254,277 -11%
of that, discretionary 128,254,277 -11%
Number of Employees 4 -20%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 64,127,139 -11%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

180M 154M 129M 103M 77M 51M 26M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary