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Adviser Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 3
Registration SEC, Approved, 11/27/2023
AUM* 264,630,501
of that, discretionary 264,630,501
Private Fund GAV* 264,630,501 18.34%
Avg Account Size 20,356,192
SMA’s No
Private Funds 13
Contact Info 206 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 TypeReal Estate Fund Count13 GAV$264,630,501

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Brochure Summary