other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 07/18/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 01/26/2006
AUM* 27,300,000 -46.83%
of that, discretionary 27,300,000 -46.83%
Private Fund GAV* 0
Avg Account Size 9,100,000 -46.83%
SMA’s Yes
Private Funds 0 1
Contact Info (64 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

3B 2B 2B 2B 1B 786M 393M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary