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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 16 45.45%
of those in investment advisory functions 7
Registration SEC, 120-Day Approval, 07/14/2022
Other registrations (1)
AUM* 232,928,455 130.86%
of that, discretionary 232,928,455 130.86%
Private Fund GAV* 105,597,474 6.00%
Avg Account Size 38,821,409 -23.05%
SMA’s No
Private Funds 6 5
Contact Info 202 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

101M 86M 72M 58M 43M 29M 14M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$70,948,674
Fund TypeOther Private Fund Count1 GAV$34,648,800

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Brochure Summary