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Adviser Profile

As of Date 07/03/2024
Adviser Type - Large advisory firm
Number of Employees 46 -13.21%
of those in investment advisory functions 28 -3.45%
Registration SEC, 120-Day Approval, 03/24/2023
Other registrations (1)
AUM* 396,000,000 100.00%
of that, discretionary 396,000,000 100.00%
Private Fund GAV* 1,106,803
Avg Account Size 132,000,000
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$1,106,803

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Brochure Summary