Adviser Profile

As of Date 11/03/2026
Registration SEC, 120-Day Approval, 09/17/2026
ADV Location LAKE KATRINE, NY, United States
Contact Info +44 xxxxxxx
Websites
AUM* 187,000,000
of that, discretionary 187,000,000
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 93,500,000
SMA’s No
Private Funds 0

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees