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Adviser Profile

Registration status Terminated
As of Date 03/13/2024
Adviser Type - Related adviser
Number of Employees 10
of those in investment advisory functions 3
AUM* 1,961,000
of that, discretionary 1,961,000
Private Fund GAV* 0
Avg Account Size 1,961,000
SMA’s No
Private Funds 0 1
Contact Info 414 xxxxxxx
Websites

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

25M 22M 18M 14M 11M 7M 4M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary