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Adviser Profile

As of Date 11/18/2024
Adviser Type - Large advisory firm
Number of Employees 8 -20.00%
of those in investment advisory functions 8 -11.11%
Registration SEC, Approved, 06/20/2018
Other registrations (1)
AUM* 202,469,306 -22.94%
of that, discretionary 202,469,306 -22.94%
Private Fund GAV* 196,668,231 -0.13%
Avg Account Size 33,744,884 -10.09%
SMA’s No
Private Funds 6 1
Contact Info (91 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
536M 460M 383M 307M 230M 153M 77M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$196,668,231

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