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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 04/08/2019
AUM* 3,789,815,282 592.74%
of that, discretionary 3,789,815,282 592.74%
Private Fund GAV* 0 -100.00%
Avg Account Size 252,654,352 269.46%
SMA’s No
Private Funds 0 1
Contact Info 646 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
1B 1B 955M 764M 573M 382M 191M
2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary