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Adviser Profile

Registration status Terminated
As of Date 12/13/2024
Adviser Type - Large advisory firm
Number of Employees
of those in investment advisory functions
AUM* 115,816,453
of that, discretionary 115,816,453
Private Fund GAV* 0 -100.00%
Avg Account Size 28,954,113
SMA’s No
Private Funds 0 3
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
251M 215M 180M 144M 108M 72M 36M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees