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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 2
Registration SEC, Approved, 12/06/2016
AUM* 167,668,719 -9.88%
of that, discretionary 167,668,719 -9.88%
Private Fund GAV* 127,843,882 -13.00%
Avg Account Size 41,917,180 12.65%
SMA’s Yes
Private Funds 3 2
Contact Info (64 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

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
276M 236M 197M 158M 118M 79M 39M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$127,843,882

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Brochure Summary