other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 10 -16.67%
of those in investment advisory functions 10
Registration SEC, Approved, 04/10/2017
Other registrations (3)
AUM* 935,805,264 11.55%
of that, discretionary 935,805,264 11.55%
Private Fund GAV* 935,805,263 6.66%
Avg Account Size 116,975,658 -2.39%
SMA’s No
Private Funds 8 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
839M 719M 599M 479M 360M 240M 120M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$935,805,263

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser TRIARTISAN CAPITAL ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.2b AUM1.3b #Funds10
Adviser TIVERTON ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund2.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.0b AUM2.0b #Funds9
Adviser 747 CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.6b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.1b #Funds44
Adviser ACM MANAGEMENT COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund666.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV666.5m AUM666.5m #Funds2
Adviser HUNTER CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund16.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV16.3m AUM1.0b #Funds1
Adviser CROSSPLANE CAPITAL MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund806.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV806.6m AUM806.6m #Funds4
Adviser HUNTER ASSOCIATES LLC Hedge Fund- Liquidity Fund- Private Equity Fund10.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund6.0m Total Private Fund GAV16.6m AUM1.2b #Funds2
Adviser AVITAS WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM996.3m #Funds-
Adviser RESURGENS TECHNOLOGY ADVISORS, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund2.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.1b AUM2.1b #Funds9
Adviser SSW PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund814.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV814.3m AUM814.3m #Funds1

Brochure Summary