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Adviser Profile

As of Date 04/26/2025
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 10/20/2016
Other registrations (2)
AUM* 711,254,232 -20.35%
of that, discretionary 711,254,232 -20.35%
Private Fund GAV* 711,254,232 8.68%
Avg Account Size 237,084,744 -20.35%
SMA’s No
Private Funds 3
Contact Info 857 xxxxxxx
Websites

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

893M 765M 638M 510M 383M 255M 128M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$711,254,232

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Brochure Summary