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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

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

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