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Adviser Profile

As of Date 05/09/2024
Adviser Type - Large advisory firm
Number of Employees 14 -6.67%
of those in investment advisory functions 13 -7.14%
Registration SEC, Approved, 04/05/2018
Other registrations (2)
AUM* 499,803,551 -16.61%
of that, discretionary 499,803,551 -16.61%
Private Fund GAV* 499,803,551
Avg Account Size 49,980,355 -16.61%
SMA’s No
Private Funds 10
Contact Info 202 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

Discretionary
Non-discretionary
599M 514M 428M 342M 257M 171M 86M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count10 GAV$499,803,551

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Brochure Summary