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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/07/2025
Other registrations (1)
Contact Info (20 xxxxxxx
Websites
AUM* 25,000,100,000
of that, discretionary 25,000,100,000
Number of Employees 5 25%
of those in investment advisory functions 4 100%
Private Fund GAV* 25,000,100,000
Avg Account Size 25,000,100,000
SMA’s No
Private Funds 1 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

25B 21B 18B 14B 11B 7B 4B
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}