Adviser Profile
| As of Date | 07/08/2026 |
| Registration | SEC, Approved, 07/29/2024 |
|
|
|
| Former registrations | |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 253,322,843 46% |
| of that, discretionary | 253,322,843 46% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 -50% |
| Private Fund GAV* | 278,322,843 41% |
| Avg Account Size | 14,073,491 -3% |
| SMA’s | No |
| Private Funds | 19 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
253M
217M
181M
145M
109M
72M
36M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |