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Adviser Profile

As of Date 04/02/2024
Adviser Type - Large advisory firm
Number of Employees 33 10.00%
of those in investment advisory functions 14
Registration SEC, 120-Day Approval, 03/13/2023
Other registrations (1)
AUM* 312,207,616 100.00%
of that, discretionary 312,207,616
Private Fund GAV* 287,447,160
Avg Account Size 156,103,808
SMA’s No
Private Funds 2 2
Contact Info 214 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

Discretionary
Non-discretionary
1 1 1 1
2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count2 GAV$287,447,160

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Brochure Summary