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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 7
of those in investment advisory functions 5
Registration SEC, Approved, 10/10/2001
AUM* 1,618,005,362 73.50%
of that, discretionary 425,911,720 27.05%
Private Fund GAV* 0 -100.00%
Avg Account Size 809,002,681 160.26%
SMA’s Yes
Private Funds 0
Contact Info 650 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
597M 512M 427M 341M 256M 171M 85M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary