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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

Discretionary
Non-discretionary
537M 460M 384M 307M 230M 153M 77M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$20,552,000

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Brochure Summary