Adviser Profile

AUM* 1,843,711,610
of that, discretionary 1,843,711,610
Number of Employees 30
of those in investment advisory functions 16
Private Fund GAV* 1,560,616,937
Avg Account Size 61,457,054
SMA’s No
Private Funds 32

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

Employees

Private Funds Structure

Count GAV
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