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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 5 -16.67%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 03/29/2012
AUM* 134,277,119 -25.58%
of that, discretionary 134,277,119 -25.58%
Private Fund GAV* 134,277,119 -22.22%
Avg Account Size 67,138,560 -25.58%
SMA’s No
Private Funds 2
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

223M 191M 159M 128M 96M 64M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$134,277,119

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Brochure Summary