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Adviser Profile

Registration status Terminated
As of Date 10/11/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 3
of those in investment advisory functions 2
AUM* 96,584,254
of that, discretionary 96,584,254
Private Fund GAV* 0 -100.00%
Avg Account Size 96,584,254
SMA’s No
Private Funds 0 1
Contact Info 212 xxxxxxx

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

Recent News

Reported AUM

Discretionary
Non-discretionary
97M 83M 69M 55M 41M 28M 14M
2017 2018 2019 2020 2021

Private Funds



Employees