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Adviser Profile

As of Date 09/18/2024
Adviser Type - Large advisory firm
Number of Employees 19
of those in investment advisory functions 9
Registration SEC, 120-Day Approval, 05/24/2023
Other registrations (1)
AUM* 140,000,000
of that, discretionary 140,000,000
Private Fund GAV* 140,000,000
Avg Account Size 70,000,000
SMA’s No
Private Funds 1
Contact Info 913 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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$140,000,000

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Brochure Summary