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Adviser Profile

Registration status Terminated
As of Date 04/02/2025
Adviser Type - Large advisory firm
Number of Employees 22 -8.33%
of those in investment advisory functions 8 -20.00%
AUM* 113,070,617 -46.28%
of that, discretionary 113,070,617 -46.28%
Private Fund GAV* 0 -100.00%
Avg Account Size 37,690,206 -46.28%
SMA’s No
Private Funds 0 5
Contact Info 303 xxxxxxx
Websites

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
1B 956M 797M 637M 478M 319M 159M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary