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Adviser Profile

Registration status Terminated
As of Date 05/12/2022
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 6
AUM* 663,773,178 80.49%
of that, discretionary 240,435,218 861.74%
Private Fund GAV* 0
Avg Account Size 165,943,295 306.10%
SMA’s No
Private Funds 0 9
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

423M 363M 302M 242M 181M 121M 60M
2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees