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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 5
Registration SEC, Approved, 03/30/2012
AUM* 132,660,460 -55.92%
of that, discretionary 132,660,460 -55.92%
Private Fund GAV* 132,660,460 -55.92%
Avg Account Size 26,532,092 -55.92%
SMA’s No
Private Funds 5 4
Contact Info 646 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 919M 735M 551M 368M 184M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$132,660,460

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Brochure Summary