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Adviser Profile

Registration status Terminated
As of Date 11/14/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3
AUM* 145,850,115 5.60%
of that, discretionary 145,850,115 5.60%
Private Fund GAV* 0 -100.00%
Avg Account Size 48,616,705 5.60%
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
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
167M 143M 119M 96M 72M 48M 24M
2021 2022 2023

Private Funds



Employees

Brochure Summary