Adviser Profile

As of Date 06/24/2026
Registration SEC, Approved, 12/18/2023
Other registrations (1)
ADV Location ATLANTA, GA, United States
Contact Info 833 xxxxxxx
Websites
AUM* 5,892,636,053 54%
of that, discretionary 5,892,636,053 54%
Number of Employees 124 17%
of those in investment advisory functions 122 20%
Private Fund GAV* 5,892,636,053 29%
Avg Account Size 535,694,187 -30%
SMA’s No
Private Funds 13 7

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

6B 5B 4B 3B 3B 2B 842M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary