Adviser Profile

As of Date 02/01/2024
Registration status Terminated
ADV Location CHARLOTTESVILLE, VA, United States
Contact Info 917 xxxxxxx
Websites
AUM* 605,582,600 54%
of that, discretionary 605,582,600 54%
Number of Employees 9
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 605,582,600 54%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

606M 519M 433M 346M 260M 173M 87M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary