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Adviser Profile

Registration status Terminated
As of Date 11/29/2024
Adviser Type - Large advisory firm
Number of Employees 14
of those in investment advisory functions 8
AUM* 950,585,000 9.75%
of that, discretionary 950,585,000 9.75%
Private Fund GAV* 0 -100.00%
Avg Account Size 237,646,250 9.75%
SMA’s No
Private Funds 0 3
Contact Info 786 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
866M 742M 619M 495M 371M 247M 124M
2021 2022 2023

Private Funds



Employees

Brochure Summary