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Adviser Profile

Registration status Terminated
As of Date 09/28/2024
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 1
AUM* 418,776,058 3.96%
of that, discretionary 29,065,713 -1.88%
Private Fund GAV* 0 -100.00%
Avg Account Size 139,592,019 3.96%
SMA’s No
Private Funds 0 2
Contact Info 512 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
666M 571M 475M 380M 285M 190M 95M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary