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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 03/29/2012
AUM* 1,389,128,586 100.02%
of that, discretionary 1,389,128,586 100.02%
Private Fund GAV* 1,389,128,586 34.53%
Avg Account Size 1,389,128,586 100.02%
SMA’s No
Private Funds 1
Contact Info 214 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1B 1B 851M 681M 511M 340M 170M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,389,128,586

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Stck Ticker570535104 Stock NameMARKEL GROUP INC $ Position$47,333,227 % Position3.00% $ Change5.00% # Change0.00%

Brochure Summary