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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

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

Private Funds



Employees

Private Funds Structure

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

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