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Adviser Profile

As of Date 03/21/2025
Adviser Type - Large advisory firm
Number of Employees 39 -26.42%
of those in investment advisory functions 26 -10.34%
Registration SEC, 120-Day Approval, 03/24/2023
Other registrations (1)
AUM* 427,800,000 100.00%
of that, discretionary 427,800,000 100.00%
Private Fund GAV* 51,095,280 4516.47%
Avg Account Size 142,600,000
SMA’s No
Private Funds 3 1
Contact Info 1-4 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 TypePrivate Equity Fund Count3 GAV$51,095,280

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Brochure Summary