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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 29 -19.44%
of those in investment advisory functions 17 -10.53%
Registration SEC, Approved, 01/26/2006
AUM* 1,512,428,279 -4.31%
of that, discretionary 1,202,697,726 -6.01%
Private Fund GAV* 1,199,212,394 1.82%
Avg Account Size 36,888,495 9.70%
% High Net Worth 2.38% 100.00%
SMA’s Yes
Private Funds 41 5
Contact Info 919 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 1B 1B 848M 566M 283M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count7 GAV$42,438,680
Fund TypePrivate Equity Fund Count33 GAV$1,156,773,714
Fund TypeVenture Capital Fund Count1 GAV$

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Brochure Summary