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Adviser Profile

Registration status Terminated
As of Date 02/13/2025
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 6
AUM* 126,740,948 -57.31%
of that, discretionary 126,740,948 -57.31%
Private Fund GAV* 0 -100.00%
Avg Account Size 5,510,476 -53.60%
SMA’s Yes
Private Funds 0 4
Contact Info 972 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
13B 11B 9B 7B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary