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Adviser Profile

Registration status Terminated
As of Date 11/15/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 6
AUM* 401,237,517 -5.44%
of that, discretionary 176,314,986 -8.70%
Private Fund GAV* 0 -100.00%
Avg Account Size 100,309,379 18.20%
SMA’s Yes
Private Funds 0 1
Contact Info 704 xxxxxxx
Websites

Client Types

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

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
530M 454M 378M 303M 227M 151M 76M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary