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Adviser Profile

Registration status Terminated
As of Date 07/12/2023
Adviser Type - Mid-sized advisory firm
- Outside the United States
Number of Employees 5
of those in investment advisory functions 2
AUM* 76,399,334
of that, discretionary 76,399,334
Private Fund GAV* 0
Avg Account Size 38,199,667
SMA’s Yes
Private Funds 0 1
Contact Info 852 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

1B 1B 946M 757M 567M 378M 189M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees