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Adviser Profile

As of Date 05/01/2024
Adviser Type - Large advisory firm
Number of Employees 6 20.00%
of those in investment advisory functions 4 33.33%
Registration SEC, Approved, 09/06/2018
AUM* 166,081,166 10.06%
of that, discretionary 166,081,166 10.06%
Private Fund GAV* 17,604,555 -89.37%
Avg Account Size 83,040,583 10.06%
SMA’s No
Private Funds 1 1
Contact Info (21 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
151M 129M 108M 86M 65M 43M 22M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$17,604,555

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Brochure Summary