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Adviser Profile

Registration status Terminated
As of Date 01/02/2025
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 32 -11.11%
of those in investment advisory functions 8
AUM* 156,655,176 -9.68%
of that, discretionary 156,655,176 -9.68%
Private Fund GAV* 0 -100.00%
Avg Account Size 156,655,176 -9.68%
SMA’s No
Private Funds 0 1
Contact Info 970 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
173M 149M 124M 99M 74M 50M 25M
2021 2022 2023

Private Funds



Employees

Brochure Summary