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Adviser Profile

As of Date 02/23/2024
Registration SEC, Approved, 09/29/1995
ADV Location PITTSBURGH, PA, United States
Contact Info 412 xxxxxxx
Websites
AUM* 116,855,308 -10%
of that, discretionary 0
Number of Employees 2 100%
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 116,855,308 81%
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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

537M 460M 384M 307M 230M 153M 77M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary