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Adviser Profile

Registration status Terminated
As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 1
AUM* 200,431,932 -41.40%
of that, discretionary 200,431,932 -41.40%
Private Fund GAV* 0 -100.00%
Avg Account Size 50,107,983 -41.40%
SMA’s No
Private Funds 0 4
Contact Info 310 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

Reported AUM

Discretionary
Non-discretionary
944M 809M 674M 539M 405M 270M 135M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary