Adviser Profile

As of Date 02/20/2025
Registration status Terminated
Contact Info 310 xxxxxxx
Websites
AUM* 332,985,272 40%
of that, discretionary 332,985,272 40%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 332,985,272 40%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

333M 285M 238M 190M 143M 95M 48M
2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary