other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 18 100.00%
of those in investment advisory functions 13 62.50%
Registration SEC, Approved, 07/30/2021
AUM* 1,353,997,639 26.70%
of that, discretionary 0
Private Fund GAV* 1,038,457,790 8.88%
Avg Account Size 71,263,034 -26.65%
SMA’s No
Private Funds 7 1
Contact Info 646 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
1B 1B 989M 791M 593M 396M 198M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$1,038,457,790

Similar advisers

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
Adviser OVERBROOK MANAGEMENT CORPORATION Hedge Fund82.5m Liquidity Fund- Private Equity Fund328.5k Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV82.8m AUM1.1b #Funds2
Adviser VINE INVESTMENT ADVISORS, LP Hedge Fund- Liquidity Fund- Private Equity Fund546.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV546.3m AUM546.3m #Funds9
Adviser INSIGHT EQUITY MANAGEMENT COMPANY LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.1b AUM1.1b #Funds17
Adviser CORE INDUSTRIAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.8b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.8b AUM1.8b #Funds8
Adviser GOLDEN BELL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.0b AUM1.0b #Funds6
Adviser ENHANCED HEALTHCARE MANAGEMENT COMPANY Hedge Fund- Liquidity Fund- Private Equity Fund1.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.4b AUM1.2b #Funds12
Adviser PRINCETON FUND ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM806.2m #Funds-
Adviser ALDRICH CAPITAL PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund889.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV889.7m AUM1.1b #Funds14
Adviser CASTLE CREEK CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund884.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV884.6m AUM1.1b #Funds12
Adviser MCDONALD PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund19.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV19.8m AUM1.3b #Funds4

Brochure Summary