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Adviser Profile

Registration status Terminated
As of Date 09/20/2024
Adviser Type - Large advisory firm
Number of Employees 10 -16.67%
of those in investment advisory functions 9 50.00%
AUM* 1,357,181,722 -20.27%
of that, discretionary 1,357,181,722 -20.27%
Private Fund GAV* 0 -100.00%
Avg Account Size 452,393,907 -20.27%
SMA’s No
Private Funds 0 3
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

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 550M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock NameNone to Report $ Position$ % Position $ Change0.00% # Change0.00%

Brochure Summary