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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 130 34.02%
of those in investment advisory functions 64 357.14%
Registration SEC, Approved, 03/30/2012
AUM* 497,231,274 -42.49%
of that, discretionary 497,231,274 -42.49%
Private Fund GAV* 497,231,274 -7.87%
Avg Account Size 55,247,919 -42.49%
SMA’s No
Private Funds 9
Contact Info 713 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

4B 4B 3B 2B 2B 1B 608M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$473,791,918
Fund TypeReal Estate Fund Count1 GAV$23,439,356

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Brochure Summary