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Adviser Profile

Registration status Terminated
As of Date 12/14/2024
Adviser Type - Large advisory firm
Number of Employees 2 -66.67%
of those in investment advisory functions 1 -66.67%
AUM* 1,239,600,000 24.38%
of that, discretionary 1,239,600,000 24.38%
Private Fund GAV* 0 -100.00%
Avg Account Size 619,800,000 24.38%
SMA’s No
Private Funds 0 1
Contact Info 787 xxxxxxx

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
997M 854M 712M 569M 427M 285M 142M
2022 2023

Private Funds



Employees