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Adviser Profile

Registration status Terminated
As of Date 12/14/2023
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 3
AUM* 110,231,603
of that, discretionary 110,231,603
Private Fund GAV* 0
Avg Account Size 36,743,868
SMA’s No
Private Funds 0 3
Contact Info 609 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

805M 690M 575M 460M 345M 230M 115M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees