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Adviser Profile

As of Date 03/21/2025
Adviser Type - Large advisory firm
Number of Employees 22 37.50%
of those in investment advisory functions 13 -7.14%
Registration SEC, Approved, 03/26/2012
AUM* 1,080,860,314 -1.49%
of that, discretionary 0 -100.00%
Private Fund GAV* 907,071,606 -15.19%
Avg Account Size 120,095,590 20.40%
SMA’s No
Private Funds 9 2
Contact Info 310 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

1B 1B 927M 742M 556M 371M 185M
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 Count9 GAV$907,071,606

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