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Adviser Profile

As of Date 10/14/2024
Adviser Type - Large advisory firm
Number of Employees 48 4.35%
of those in investment advisory functions 14 7.69%
Registration SEC, Approved, 10/15/2019
AUM* 16,939,969,975 23.99%
of that, discretionary 16,939,969,975 23.99%
Private Fund GAV* 16,939,969,975
Avg Account Size 3,387,993,995 23.99%
SMA’s No
Private Funds 2
Contact Info 301 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
18B 15B 13B 10B 8B 5B 3B
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$16,939,969,975

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Brochure Summary