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Adviser Profile

As of Date 06/10/2025
Adviser Type - Large advisory firm
- An investment adviser to a company which has elected to be a business development company
Number of Employees 101 94.23%
of those in investment advisory functions 59 156.52%
Registration SEC, Approved, 10/04/2022
AUM* 2,340,944,760 100.00%
of that, discretionary 2,340,944,760
Private Fund GAV* 0
Avg Account Size 2,340,944,760
SMA’s No
Private Funds 3 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

1 1 1 1
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count3 GAV$

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Brochure Summary