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Adviser Profile

Registration status Terminated
As of Date 12/28/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 5
of those in investment advisory functions 5
AUM* 25,000,100
of that, discretionary 25,000,100
Private Fund GAV* 0 -100.00%
Avg Account Size 12,500,050 0.00%
SMA’s No
Private Funds 0 2
Contact Info 646 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

25M 21M 18M 14M 11M 7M 4M
2022
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary