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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 2
Registration SEC, Approved, 11/02/2016
AUM* 108,357,000 53.96%
of that, discretionary 108,357,000 53.96%
Private Fund GAV* 0 -100.00%
Avg Account Size 54,178,500 130.93%
SMA’s Yes
Private Funds 0 1
Contact Info 332 xxxxxxx
Websites

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
777M 666M 555M 444M 333M 222M 111M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary