Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 12/13/2024
ADV Location DOVER, DE, United States
Contact Info 808 xxxxxxx
Websites
AUM* 404,708,887 72%
of that, discretionary 404,708,887 72%
Number of Employees 10 67%
of those in investment advisory functions 4 100%
Private Fund GAV* 562,819,905 91%
Avg Account Size 6,859,473 26%
SMA’s No
Private Funds 84 38

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

Reported AUM

405M 347M 289M 231M 173M 116M 58M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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