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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 4 33.33%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 11/17/2011
AUM* 501,769,198 257.99%
of that, discretionary 224,799,698 60.39%
Private Fund GAV* 224,942,687 95.63%
Avg Account Size 167,256,399 377.32%
SMA’s Yes
Private Funds 2 1
Contact Info 212 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
- Performance-based fees

Reported AUM

3B 2B 2B 2B 1B 830M 415M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$224,942,687

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Brochure Summary