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Adviser Profile

Registration status Terminated
As of Date 01/05/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 8
of those in investment advisory functions 3
AUM* 87,994,773 -43.83%
of that, discretionary 87,994,773 -43.83%
Private Fund GAV* 0 -100.00%
Avg Account Size 21,998,693 -43.83%
SMA’s No
Private Funds 0 3
Contact Info 212 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
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
309M 265M 221M 177M 133M 88M 44M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Brochure Summary