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Adviser Profile

As of Date 04/02/2024
Adviser Type - Large advisory firm
- An investment adviser to a company which has elected to be a business development company
Number of Employees 167 12.08%
of those in investment advisory functions 66 8.20%
Registration SEC, Approved, 09/03/2019
AUM* 1,730,863,962 7.26%
of that, discretionary 1,730,863,962 7.26%
Private Fund GAV* 0
Avg Account Size 1,730,863,962 7.26%
SMA’s No
Private Funds 0
Contact Info 212 xxxxxxx
Websites

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 922M 692M 461M 231M
2019 2020 2021 2022 2023

Private Funds

No private funds

Employees