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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 14 -12.50%
of those in investment advisory functions 3 -50.00%
Registration SEC, Approved, 02/22/2012
AUM* 210,498,262 -9.83%
of that, discretionary 210,498,262 -9.83%
Private Fund GAV* 215,729,260 -7.59%
Avg Account Size 26,312,283 -9.83%
SMA’s No
Private Funds 8 1
Contact Info +1 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

1B 1B 865M 692M 519M 346M 173M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count8 GAV$215,729,260

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Brochure Summary