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Adviser Profile

Registration status Terminated
As of Date 04/02/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 347
of those in investment advisory functions 171
AUM* 57,524,896
of that, discretionary 57,524,896
Private Fund GAV* 0 -100.00%
Avg Account Size 14,381,224
SMA’s No
Private Funds 0 3
Contact Info 212 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

Discretionary
Non-discretionary
673M 577M 481M 385M 288M 192M 96M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary