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Adviser Profile

As of Date 03/06/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 3 -25.00%
Registration SEC, Approved, 07/11/2008
AUM* 223,100,000 -25.24%
of that, discretionary 223,100,000 -25.24%
Private Fund GAV* 20,552,000 -30.35%
Avg Account Size 37,183,333 -50.16%
SMA’s Yes
Private Funds 2 1
Contact Info (31 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

537M 460M 384M 307M 230M 153M 77M
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 Count2 GAV$20,552,000

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Brochure Summary