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Adviser Profile

AUM* 150,016,040
of that, discretionary 150,016,040 100%
Number of Employees 19 36%
of those in investment advisory functions 3 200%
Private Fund GAV* 196,756,611 105%
Avg Account Size 6,000,642
SMA’s No
Private Funds 34 34

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

150M 129M 107M 86M 64M 43M 21M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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