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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 5 66.67%
of those in investment advisory functions 4 100.00%
Registration SEC, 120-Day Approval, 12/16/2022
Other registrations (1)
AUM* 176,576,627 100.00%
of that, discretionary 176,576,627 100.00%
Private Fund GAV* 176,576,628 -0.54%
Avg Account Size 58,858,876
SMA’s No
Private Funds 5 5
Contact Info 415 xxxxxxx

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

Discretionary
Non-discretionary
1 1 1 1
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$176,576,628

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Brochure Summary