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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, 120-Day Approval, 12/04/2023
Other registrations (1)
AUM* 928,051,558
of that, discretionary 11,469,756
Private Fund GAV* 11,469,756 -3.45%
Avg Account Size 3,013,154
% High Net Worth 66.67%
SMA’s No
Private Funds 1
Contact Info 312 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$11,469,756

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Brochure Summary