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Adviser Profile

As of Date 08/11/2026
Registration SEC, Approved, 03/11/2022
Contact Info (20 xxxxxxx
Websites
AUM* 1,190,000,000 99%
of that, discretionary 1,190,000,000 99%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 3,250,000
Avg Account Size 396,666,667 -34%
SMA’s No
Private Funds 2 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1B 1B 850M 680M 510M 340M 170M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary