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Adviser Profile

Registration status Terminated
As of Date 03/21/2025
Adviser Type - Large advisory firm
Number of Employees 40 2.56%
of those in investment advisory functions 10
AUM* 1,445,867,557 12.49%
of that, discretionary 1,445,867,557 12.49%
Private Fund GAV* 0
Avg Account Size 1,445,867,557 12.49%
SMA’s No
Private Funds 0
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

7B 6B 5B 4B 3B 2B 954M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary