Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/26/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 18 |
of those in investment advisory functions | 16 6.67% |
Registration | SEC, Approved, 07/08/2019 |
AUM* | 656,848,836 57.76% |
of that, discretionary | 656,848,836 57.76% |
Private Fund GAV* | 0 -100.00% |
Avg Account Size | 328,424,418 57.76% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 203 xxxxxxx |
- Pooled investment vehicles
- Performance-based fees