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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 13
of those in investment advisory functions 11
Registration SEC, Approved, 11/29/2023
AUM* 232,369,787
of that, discretionary 232,369,787
Private Fund GAV* 232,369,787 15.22%
Avg Account Size 46,473,957
SMA’s No
Private Funds 5
Contact Info 512 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 Count5 GAV$232,369,787

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Brochure Summary