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Adviser Profile

As of Date 03/05/2025
Adviser Type - Large advisory firm
Number of Employees 11 -35.29%
of those in investment advisory functions 6 -25.00%
Registration SEC, Approved, 03/12/2012
AUM* 349,444,744 -44.13%
of that, discretionary 349,444,744 -44.13%
Private Fund GAV* 4,502,896 -83.06%
Avg Account Size 69,888,949 -10.61%
% High Net Worth 20.00%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

691M 592M 493M 395M 296M 197M 99M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$4,502,896

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