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Adviser Profile

As of Date 03/06/2024
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
Registration SEC, Approved, 01/19/2018
AUM* 105,504,687 78.57%
of that, discretionary 105,504,687 78.57%
Private Fund GAV* 0
Avg Account Size 105,504,687 614.27%
SMA’s No
Private Funds 1
Contact Info 419 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
59M 51M 42M 34M 25M 17M 8M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$

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Brochure Summary