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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 3
Registration SEC, Approved, 05/02/2000
AUM* 150,460,402 25.95%
of that, discretionary 150,460,402 25.95%
Private Fund GAV* 150,460,402 14.12%
Avg Account Size 50,153,467 25.95%
SMA’s No
Private Funds 3
Contact Info 615 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Selection of other advisers

Compensation Arrangments

Reported AUM

160M 137M 114M 91M 68M 46M 23M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$150,460,402

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Brochure Summary