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

Adviser Profile

Registration status Terminated
As of Date 06/21/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 8
AUM* 239,501,493
of that, discretionary 239,501,493
Private Fund GAV* 0 -100.00%
Avg Account Size 29,937,687
SMA’s No
Private Funds 0 8
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
262M 225M 187M 150M 112M 75M 37M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary