Adviser Profile

As of Date 06/21/2024
Registration status Terminated
ADV Location EL SEGUNDO, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 239,501,493 31%
of that, discretionary 239,501,493 31%
Number of Employees 9
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 29,937,687 47%
SMA’s No
Private Funds 0 9

Adviser Type

- Large advisory firm

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

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

Private Funds

Employees

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Brochure Summary