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Adviser Profile

Registration status Terminated
As of Date 03/23/2024
Adviser Type - Large advisory firm
Number of Employees 144
of those in investment advisory functions 78
AUM* 3,491,986,275
of that, discretionary 3,491,986,275
Private Fund GAV* 0 -100.00%
Avg Account Size 1,163,995,425
SMA’s No
Private Funds 0 3
Contact Info 833 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 505M
2022 2023

Private Funds



Employees

Brochure Summary