Adviser Profile
| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 10/16/2024 |
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| Former registrations | |
| Contact Info | 408 xxxxxxx |
| Websites |
| AUM* | 1,166,258,898 -9% |
| of that, discretionary | 1,166,258,898 -9% |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 1,166,285,898 -13% |
| Avg Account Size | 116,625,890 -18% |
| SMA’s | No |
| Private Funds | 10 1 |
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
1B
958M
767M
575M
383M
192M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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