Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/25/2025 |
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| Former registrations | |
| ADV Location | CONSHOHOCKEN, PA, United States |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 289,105,601 -6% |
| of that, discretionary | 289,105,601 -6% |
| Number of Employees | 9 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 289,105,601 -6% |
| Avg Account Size | 144,552,801 -6% |
| SMA’s | No |
| Private Funds | 2 |
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
309M
265M
221M
177M
132M
88M
44M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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