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Adviser Profile

Registration status Terminated
As of Date 04/10/2024
Adviser Type - Large advisory firm
Number of Employees 4 -33.33%
of those in investment advisory functions 3 -25.00%
AUM* 119,900,727 -13.54%
of that, discretionary 119,900,727 -13.54%
Private Fund GAV* 0 -100.00%
Avg Account Size 39,966,909 -13.54%
SMA’s No
Private Funds 0 1
Contact Info 203 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
139M 119M 99M 79M 59M 40M 20M
2021 2022 2023

Private Funds



Employees

Brochure Summary