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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 9 50.00%
of those in investment advisory functions 5
Registration SEC, Approved, 07/22/2020
Other registrations (2)
AUM* 472,847,219 57.36%
of that, discretionary 472,847,219 57.36%
Private Fund GAV* 472,847,219 25.12%
Avg Account Size 94,569,444 -37.05%
SMA’s No
Private Funds 5 3
Contact Info 419 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
306M 262M 218M 175M 131M 87M 44M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$472,847,219

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Brochure Summary