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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

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

Private Funds

Employees

Private Funds Structure

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

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Brochure Summary