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Adviser Profile

Registration status Terminated
As of Date 03/12/2025
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 8
AUM* 859,579,074
of that, discretionary 859,579,074
Private Fund GAV* 0 -100.00%
Avg Account Size 286,526,358
SMA’s No
Private Funds 0
Contact Info 914 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

Brochure Summary