Adviser Profile
| As of Date | 04/03/2026 |
| Registration | SEC, Approved, 09/10/2024 |
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| Former registrations | |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 395,620,659 -13% |
| of that, discretionary | 395,620,659 -13% |
| Number of Employees | 46 283% |
| of those in investment advisory functions | 14 17% |
| Private Fund GAV* | 395,620,659 14% |
| Avg Account Size | 26,374,711 -13% |
| SMA’s | No |
| Private Funds | 15 3 |
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
453M
388M
323M
259M
194M
129M
65M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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