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Adviser Profile

As of Date 04/01/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 07/05/2016
Other registrations (2)
AUM* 288,337,266 -37.03%
of that, discretionary 288,337,266 -37.03%
Private Fund GAV* 337,624,858 -82.75%
Avg Account Size 144,168,633 -37.03%
SMA’s No
Private Funds 2
Contact Info 617 xxxxxxx

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

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 839M 419M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$337,624,858

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