Adviser Profile

As of Date 11/02/2025
Registration status Terminated
ADV Location NEWTOWN, PA, United States
Contact Info 215 xxxxxxx
Websites
AUM* 198,458,037 10%
of that, discretionary 198,458,037 10%
Number of Employees 8
of those in investment advisory functions 6
Private Fund GAV* 0 -100%
Avg Account Size 39,691,607 10%
SMA’s No
Private Funds 0 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

198M 170M 142M 113M 85M 57M 28M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary