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Adviser Profile

As of Date 03/25/2025
Adviser Type - Related adviser
Number of Employees 9 28.57%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 01/02/2020
AUM* 44,680,445 647.85%
of that, discretionary 44,680,445 647.85%
Private Fund GAV* 44,680,445 647.85%
Avg Account Size 44,680,445 647.85%
SMA’s No
Private Funds 1
Contact Info 787 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

6M 5M 4M 3M 3M 2M 854K
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$44,680,445

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Brochure Summary