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Adviser Profile

As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 04/14/2017
AUM* 376,864,660 62.59%
of that, discretionary 0
Private Fund GAV* 376,864,660 32.57%
Avg Account Size 125,621,553 225.18%
SMA’s Yes
Private Funds 3 2
Contact Info 401 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
472M 405M 337M 270M 202M 135M 67M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$376,864,660

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Brochure Summary