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Adviser Profile

As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 4
Registration SEC, Approved, 05/07/2018
AUM* 2,582,354,480 -8.02%
of that, discretionary 2,582,354,480 -8.02%
Private Fund GAV* 2,582,354,480
Avg Account Size 860,784,827 -8.02%
SMA’s No
Private Funds 1
Contact Info 914 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
3B 2B 2B 2B 1B 802M 401M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$2,582,354,480

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Brochure Summary