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Adviser Profile

Registration status Terminated
As of Date 01/02/2025
Adviser Type - Large advisory firm
Number of Employees 15 -11.76%
of those in investment advisory functions 12
AUM* 1,141,714,000 -6.79%
of that, discretionary 1,141,714,000 -6.79%
Private Fund GAV* 0 -100.00%
Avg Account Size 81,551,000 -0.13%
SMA’s Yes
Private Funds 0 11
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

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

Discretionary
Non-discretionary
2B 2B 1B 1B 879M 586M 293M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary