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Adviser Profile

As of Date 03/15/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 5
Registration SEC, Approved, 12/16/2021
AUM* 196,994,214 72.76%
of that, discretionary 196,994,214 72.76%
Private Fund GAV* 196,994,214
Avg Account Size 65,664,738 72.76%
SMA’s No
Private Funds 1
Contact Info 781 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
208M 178M 149M 119M 89M 59M 30M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$196,994,214

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Brochure Summary