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

Adviser Profile

As of Date 03/28/2024
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* 172,631,995 -4.33%
of that, discretionary 172,631,995 -4.33%
Private Fund GAV* 172,631,995
Avg Account Size 86,315,998 -4.33%
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$172,631,995

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 LAKE WHILLANS CAPITAL PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund187.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV187.3m AUM187.3m #Funds3
Adviser 3 MANAGEMENT CO, LLC Hedge Fund- Liquidity Fund- Private Equity Fund177.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV177.5m AUM177.5m #Funds3
Adviser CW INDUSTRIAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund211.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV211.9m AUM211.9m #Funds2
Adviser THE LIND PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund185.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV185.3m AUM190.3m #Funds2
Adviser CENTERFIELD CAPITAL PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund107.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV107.8m AUM144.1m #Funds6
Adviser POST CAPITAL PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund163.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV163.6m AUM163.6m #Funds3
Adviser CLEARPATH CAPITAL PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3m AUM146.6m #Funds2
Adviser CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC Hedge Fund- Liquidity Fund- Private Equity Fund172.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV172.7m AUM172.7m #Funds1
Adviser PRESTIGE WEALTHWIDE, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM207.7m #Funds-
Adviser MEANINGFUL PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund262.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV262.3m AUM262.3m #Funds5

Brochure Summary