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Adviser Profile

As of Date 06/05/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 4
Registration SEC, Approved, 07/19/2018
AUM* 189,797,258 10.51%
of that, discretionary 189,797,258 10.51%
Private Fund GAV* 130,957,747
Avg Account Size 27,113,894 -5.28%
SMA’s No
Private Funds 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

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$130,957,747

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Brochure Summary