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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
Number of Employees 7 16.67%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 02/14/2019
AUM* 176,591,403 15.26%
of that, discretionary 176,591,403 15.26%
Private Fund GAV* 178,447,461 1.58%
Avg Account Size 14,715,950 5.65%
SMA’s No
Private Funds 12 1
Contact Info 610 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
158M 135M 113M 90M 68M 45M 23M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$121,048,386
Fund TypeReal Estate Fund Count4 GAV$57,399,075

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