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Adviser Profile

Registration status Terminated
As of Date 07/10/2024
Adviser Type - No longer eligible
Number of Employees 5
of those in investment advisory functions 4
AUM* 7,464,114 -96.14%
of that, discretionary 7,464,114 -96.14%
Private Fund GAV* 0 -100.00%
Avg Account Size 7,464,114 -34.45%
SMA’s No
Private Funds 0 4
Contact Info 301 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

210M 180M 150M 120M 90M 60M 30M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary