Adviser Profile

AUM* 114,421,954 -5%
of that, discretionary 114,421,954 -5%
Number of Employees 10
of those in investment advisory functions 7
Private Fund GAV* 0 -100%
Avg Account Size 57,210,977 -5%
SMA’s No
Private Funds 0 2

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

121M 104M 86M 69M 52M 35M 17M
2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary