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Adviser Profile

As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 43 -2.27%
of those in investment advisory functions 36
Registration SEC, Approved, 11/30/2016
Other registrations (1)
AUM* 3,610,849,906 -21.65%
of that, discretionary 3,487,522,430 -22.09%
Private Fund GAV* 3,882,592,588 -16.66%
Avg Account Size 515,835,701 -10.46%
SMA’s Yes
Private Funds 4
Contact Info 65- xxxxxxx
Websites

Client Types

- Pooled investment vehicles

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

Discretionary
Non-discretionary
8B 7B 6B 5B 3B 2B 1B
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$132,612,384
Fund TypePrivate Equity Fund Count3 GAV$3,749,980,204

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Brochure Summary