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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 2
Registration SEC, Approved, 11/09/2020
AUM* 1,215,585,924 86.26%
of that, discretionary 1,215,585,924 86.26%
Private Fund GAV* 0 -100.00%
Avg Account Size 173,655,132 -46.78%
SMA’s No
Private Funds 0 2
Contact Info 888 xxxxxxx

Client Types

- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
653M 559M 466M 373M 280M 186M 93M
2020 2021 2022 2023

Private Funds



Employees

Brochure Summary