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Adviser Profile

Registration status Terminated
As of Date 03/22/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 4
AUM* 189,797,258 10.51%
of that, discretionary 189,797,258 10.51%
Private Fund GAV* 0 -100.00%
Avg Account Size 27,113,894 -5.28%
SMA’s No
Private Funds 0 2
Contact Info 347 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
172M 147M 123M 98M 74M 49M 25M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary