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Adviser Profile

Registration status Terminated
As of Date 02/01/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
AUM* 92,034,000
of that, discretionary 92,034,000
Private Fund GAV* 0
Avg Account Size 92,034,000
SMA’s No
Private Funds 0 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

670M 575M 479M 383M 287M 192M 96M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees