Adviser Profile

As of Date 07/21/2023
Registration status Terminated
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 101,368,138 -4%
of that, discretionary 101,368,138 -4%
Number of Employees 15 -29%
of those in investment advisory functions 15 36%
Private Fund GAV* 0
Avg Account Size 50,684,069 187%
SMA’s No
Private Funds 0 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

106M 91M 76M 60M 45M 30M 15M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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