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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 4
Registration SEC, Approved, 04/30/2018
Other registrations (1)
AUM* 246,086,200 36.44%
of that, discretionary 246,086,200 36.44%
Private Fund GAV* 246,086,200 31.36%
Avg Account Size 61,521,550 2.33%
SMA’s No
Private Funds 4 1
Contact Info (64 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
180M 155M 129M 103M 77M 52M 26M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$246,086,200

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Brochure Summary