| As of Date | 03/19/2026 |
| ADV Location | BOSTON, MA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 10 |
| of those in investment advisory functions | 9 |
| Registration | SEC, Approved, 10/20/2016 |
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| AUM* | 928,475,461 42% |
| of that, discretionary | 928,475,461 42% |
| Private Fund GAV* | 1,278,475,461 80% |
| Avg Account Size | 232,118,865 6% |
| SMA’s | No |
| Private Funds | 5 2 |
| Contact Info | 857 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count5 | GAV$1,278,475,461 |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser TOWER ARCH CAPITAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund1.9b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV1.9b | AUM1.9b | #Funds8 | |
| Adviser VORTUS INVESTMENT ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund117.0m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV117.0m | AUM266.6m | #Funds6 | |
| Adviser LIBERTY HALL CAPITAL PARTNERS, L.P. | Hedge Fund- | Liquidity Fund- | Private Equity Fund501.0m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV501.0m | AUM1.1b | #Funds7 | |
| Adviser VESEY STREET CAPITAL PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund1.2b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV1.2b | AUM1.2b | #Funds26 | |
| Adviser PLATFORM PARTNERS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund840.8m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV840.8m | AUM840.8m | #Funds4 | |
| Adviser LFM CAPITAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund2.0b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV2.0b | AUM1.4b | #Funds11 | |
| Adviser ANGELES EQUITY PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund1.2b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV1.2b | AUM1.2b | #Funds13 | |
| Adviser TURNING ROCK PARTNERS, L.P. | Hedge Fund26.1m | Liquidity Fund- | Private Equity Fund1.1b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV1.2b | AUM1.2b | #Funds14 | |
| Adviser OMNI BRIDGEWAY MANAGEMENT (USA) LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund2.0b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV2.0b | AUM2.1b | #Funds14 | |
| Adviser ROTUNDA CAPITAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund2.5b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV2.5b | AUM1.6b | #Funds15 |