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Adviser Profile

Registration status Terminated
As of Date 12/17/2023
Adviser Type - Mid-sized advisory firm
Number of Employees 3
of those in investment advisory functions 2
AUM* 40,113,999 -43.94%
of that, discretionary 40,113,999 -43.94%
Private Fund GAV* 0
Avg Account Size 13,371,333 -43.94%
SMA’s Yes
Private Funds 0 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

213M 182M 152M 122M 91M 61M 30M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary