Adviser Profile
| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 05/21/2025 |
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| Former registrations | |
| Contact Info | 510 xxxxxxx |
| Websites |
| AUM* | 334,945,991 2% |
| of that, discretionary | 334,945,991 2% |
| Number of Employees | 4 300% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 47,776,782 207% |
| Avg Account Size | 83,736,498 2% |
| SMA’s | No |
| Private Funds | 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
407M
349M
291M
233M
174M
116M
58M
2025
2026
Private Funds
Employees
Private Funds Structure
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