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Adviser Profile

As of Date 02/07/2025
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
Registration SEC, Approved, 03/13/2012
AUM* 111,733,448 -18.63%
of that, discretionary 111,733,448 -18.63%
Private Fund GAV* 107,299,791 -3.08%
Avg Account Size 55,866,724 -18.63%
% High Net Worth 50.00%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

143M 123M 102M 82M 61M 41M 20M
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$107,299,791

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