Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| Former registrations | |
| ADV Location | WASHINGTON, DC, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 1,112,484,309 144% |
| of that, discretionary | 1,112,484,309 144% |
| Number of Employees | 11 83% |
| of those in investment advisory functions | 9 50% |
| Private Fund GAV* | 1,112,484,309 1% |
| Avg Account Size | 111,248,431 22% |
| SMA’s | No |
| Private Funds | 10 5 |
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
1B
954M
795M
636M
477M
318M
159M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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