Adviser Profile

As of Date 11/22/2023
Registration status Terminated
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
AUM* 7,799,067,907 9%
of that, discretionary 7,799,067,907 9%
Number of Employees 19 -14%
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 371,384,186 4%
SMA’s Yes
Private Funds 0 19

Adviser Type

- Large advisory firm

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

8B 7B 6B 4B 3B 2B 1B
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary