Adviser Profile

AUM* 1,498,860,000
of that, discretionary 1,498,860,000
Number of Employees 73
of those in investment advisory functions 4
Private Fund GAV* 16,860,000
Avg Account Size 330,145
% High Net Worth 99.89%
SMA’s No
Private Funds 1

Adviser Type

- Outside the United States

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1B 1B 1B 856M 642M 428M 214M
2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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