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Adviser Profile

As of Date 02/16/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
Registration Maryland, Terminated, 9/28/2022
Other registrations (1)
AUM* 104,400,000 -4.92%
of that, discretionary 104,400,000 -4.92%
Private Fund GAV* 18,000,000 -24.69%
Avg Account Size 34,800,000 -4.92%
SMA’s No
Private Funds 1
Contact Info 240 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
113M 97M 81M 65M 48M 32M 16M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$18,000,000

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