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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 52 20.93%
of those in investment advisory functions 32 6.67%
Registration SEC, Approved, 07/15/2019
AUM* 4,202,008,853 19.82%
of that, discretionary 4,202,008,853 19.82%
Private Fund GAV* 3,008,000,463 21.70%
Avg Account Size 300,143,490 2.70%
SMA’s No
Private Funds 14 2
Contact Info 203 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
4B 3B 3B 2B 2B 1B 501M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count14 GAV$3,008,000,463

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Brochure Summary