| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 12/20/2023 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 32 6.67% |
| of those in investment advisory functions | 20 |
| AUM* | 4,301,275,874 5.03% |
| of that, discretionary | 4,301,275,874 5.03% |
| Private Fund GAV* | 0 |
| Avg Account Size | 238,959,771 -6.64% |
| SMA’s | No |
| Private Funds | 0 5 |
| Contact Info | 646 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees