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Adviser Profile

Registration status Terminated
As of Date 03/21/2019
Adviser Type - Large advisory firm
Number of Employees 8 -11.11%
of those in investment advisory functions 3 -25.00%
AUM* 164,098,000 -45.84%
of that, discretionary 164,098,000 -45.84%
Private Fund GAV* 0
Avg Account Size 32,819,600 -45.84%
SMA’s No
Private Funds 0 5

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

2B 2B 1B 1B 878M 586M 293M
2015 2016 2017 2018 2019
Discretionary
Non-discretionary

Private Funds

Employees