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Adviser Profile

Registration status Terminated
As of Date 03/07/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 2
of those in investment advisory functions 2
AUM* 25,649,466
of that, discretionary 25,649,466
Private Fund GAV* 0 -100.00%
Avg Account Size 6,412,367
SMA’s No
Private Funds 0 4
Contact Info 212 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

Recent News

Reported AUM

Discretionary
Non-discretionary
93M 80M 66M 53M 40M 27M 13M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees