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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 12 -29.41%
of those in investment advisory functions 6 -45.45%
Registration SEC, Approved, 08/13/2021
AUM* 190,042,296 -87.23%
of that, discretionary 190,042,296 -87.23%
Private Fund GAV* 20,300,020 -45.82%
Avg Account Size 38,008,459 -77.01%
SMA’s No
Private Funds 3
Contact Info 802 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities

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 1B 850M 638M 425M 213M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$20,300,020

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Brochure Summary