Adviser Profile
| As of Date | 04/28/2026 |
| Registration | SEC, Approved, 08/21/2024 |
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| Former registrations | |
| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 560,424,855 235% |
| of that, discretionary | 560,424,855 235% |
| Number of Employees | 22 38% |
| of those in investment advisory functions | 17 31% |
| Private Fund GAV* | 560,424,855 61% |
| Avg Account Size | 62,269,428 123% |
| SMA’s | No |
| Private Funds | 11 4 |
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
560M
480M
400M
320M
240M
160M
80M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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