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Adviser Profile

Registration status Terminated
As of Date 10/07/2021
Adviser Type - Large advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 1
AUM* 2,430,670,000 -17.61%
of that, discretionary 2,430,670,000 -17.61%
Private Fund GAV* 0
Avg Account Size 347,238,571 -17.61%
SMA’s No
Private Funds 0
Contact Info +1- xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

5B 4B 3B 3B 2B 1B 664M
2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees