08/01/2024
- Large advisory firm
5
5
SEC, Approved, 7/23/2021
Other registrations (1)Related Stocks: ZIM, MTZ, TDOC, CME, PGR, ALC, GRMN, LLY, WOOF, MSFT, XM, GOOGL, TRV, FISV, TDC, MMC, FIVE, CTSH,
gurufocus.comRelated Stocks: DISCA, NYT, CAH, TDC, FIVE, CHRW, TPR, TXT, UPST, GIS, OKTA, FISV, XLNX, NOC, CARR, KHC, NET, PFE,
gurufocus.comFund Type | Count | GAV |
---|---|---|
Other Private Fund | 1 | $2,658,856 |
Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | # funds | |
---|---|---|---|---|---|---|---|---|---|---|---|
LIBERTY WEALTH MANAGEMENT, LLC | - | - | - | - | - | - | 7.0m | 7.0m | 1.2b | 1 | |
BENEFIT FINANCIAL SERVICES GROUP | - | - | - | - | - | - | - | - | 1.1b | - | |
PITON INVESTMENT MANAGEMENT, LP | - | - | - | - | - | - | 33.6m | 33.6m | 920.4m | 1 | |
JANICZEK WEALTH MANAGEMENT | - | - | - | - | - | - | 59.4m | 59.4m | 1.1b | 1 | |
AUBREY CAPITAL MANAGEMENT | - | - | - | - | - | - | 43.5m | 43.5m | 841.6m | 1 | |
PARK STREET CAPITAL ADVISERS, L.L.C. | - | - | - | - | - | - | 842.5m | 842.5m | 842.5m | 10 | |
TCG CROSSOVER MANAGEMENT, LLC | - | - | - | - | - | - | 2.2b | 2.2b | 2.2b | 2 | |
PARTNERS FOR GROWTH | - | - | - | - | - | - | 991.6m | 991.6m | 991.6m | 6 | |
QUATTRO FINANCIAL ADVISORS | - | - | - | - | - | - | 698.6m | 698.6m | 1.3b | 2 | |
RED SWAN PRIVATE CLIENT | - | - | - | - | - | - | - | - | 2.5b | - |