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Adviser Profile

Registration status Terminated
As of Date 03/31/2024
Adviser Type - Large advisory firm
Number of Employees 14
of those in investment advisory functions 14
AUM* 2,327,703,147
of that, discretionary 2,327,703,147
Private Fund GAV* 0 -100.00%
Avg Account Size 332,529,021
SMA’s No
Private Funds 0 6
Contact Info 201 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 998M 665M 333M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary