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Adviser Profile

As of Date 03/30/2025
Adviser Type - Large advisory firm
Number of Employees 11 -26.67%
of those in investment advisory functions 4 -50.00%
Registration SEC, Approved, 05/07/2010
AUM* 5,466,409,875 -26.05%
of that, discretionary 5,466,409,875 -26.05%
Private Fund GAV* 0 -100.00%
Avg Account Size 1,366,602,469 47.90%
SMA’s Yes
Private Funds 0 2
Contact Info 312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
8B 7B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary