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Adviser Profile

Registration status Terminated
As of Date 08/16/2022
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 2 -33.33%
AUM* 172,738,099 40.89%
of that, discretionary 172,738,099 40.89%
Private Fund GAV* 0
Avg Account Size 43,184,525 40.89%
SMA’s No
Private Funds 0 4
Contact Info 646 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

173M 148M 123M 99M 74M 49M 25M
2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees