other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 05/01/2025
Adviser Type - Large advisory firm
Number of Employees 18 5.88%
of those in investment advisory functions 15 7.14%
Registration SEC, Approved, 03/30/2012
AUM* 1,231,091,726 36.60%
of that, discretionary 1,231,091,726 36.60%
Private Fund GAV* 1,052,923,948 10.25%
Avg Account Size 175,870,247 56.12%
SMA’s No
Private Funds 7 1
Contact Info 203 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

901M 772M 644M 515M 386M 257M 129M
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 Count7 GAV$1,052,923,948

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser ROTUNDA CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.7b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.7b AUM812.7m #Funds12
Adviser HENRY H. ARMSTRONG ASSOCIATES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser NEIRG WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM899.3m #Funds-
Adviser RLH EQUITY PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund907.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV907.1m AUM1.1b #Funds9
Adviser TAC PARTNERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.1b AUM1.1b #Funds6
Adviser AVESI PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.0b AUM2.8b #Funds6
Adviser ANGELES EQUITY PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.1b AUM1.1b #Funds10
Adviser UNION PARK CAPITAL MANAGEMENT, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund711.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV711.3m AUM711.3m #Funds3
Adviser TOWER ARCH CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund1.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.9b AUM1.9b #Funds7
Adviser PLATFORM PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund840.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV840.8m AUM840.8m #Funds2

Brochure Summary