Adviser Profile

AUM* 485,507,277 -5%
of that, discretionary 52,091,267 0%
Number of Employees 12
of those in investment advisory functions 7
Private Fund GAV* 10,209,449 -80%
Avg Account Size 69,358,182 -5%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

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

668M 573M 477M 382M 286M 191M 95M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Brochure Summary