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

Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 75 13.64%
of those in investment advisory functions 56 16.67%
Registration SEC, Approved, 03/13/2012
AUM* 3,419,589,857 45.50%
of that, discretionary 3,419,589,857 45.50%
Private Fund GAV* 3,419,589,858 -6.44%
Avg Account Size 126,651,476 23.94%
SMA’s No
Private Funds 27 4
Contact Info 610 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
2B 2B 2B 1B 1B 705M 353M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count27 GAV$3,419,589,858

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 ETHOS CAPITAL LP Hedge Fund- Liquidity Fund- Private Equity Fund3.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund237.5m Total Private Fund GAV3.6b AUM3.1b #Funds7
Adviser CRESSEY & COMPANY LP Hedge Fund- Liquidity Fund- Private Equity Fund3.6b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.6b AUM3.6b #Funds12
Adviser QHP CAPITAL, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund3.6b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.6b AUM3.1b #Funds17
Adviser MAINSAIL PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund3.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.9b AUM2.5b #Funds15
Adviser AJ WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.4b #Funds-
Adviser PALISTAR CAPITAL LP Hedge Fund- Liquidity Fund- Private Equity Fund3.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.0b AUM2.7b #Funds12
Adviser ACCESS HOLDINGS MANAGEMENT COMPANY LLC Hedge Fund- Liquidity Fund- Private Equity Fund2.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.4b AUM2.8b #Funds29
Adviser WELLSPRING CAPITAL MANAGEMENT GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund3.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.1b AUM3.5b #Funds15
Adviser WESTERN TECHNOLOGY INVESTMENT (WTI) Hedge Fund- Liquidity Fund- Private Equity Fund2.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.1b AUM2.1b #Funds9
Adviser BIP WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund42.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund20.6m Other Fund- Total Private Fund GAV83.9m AUM3.4b #Funds18

Brochure Summary