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Adviser Profile

Registration status Terminated
As of Date 01/02/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 2
of those in investment advisory functions 2
AUM* 48,100,000
of that, discretionary 48,100,000
Private Fund GAV* 0 -100.00%
Avg Account Size 24,050,000
SMA’s No
Private Funds 0 2
Contact Info 847 xxxxxxx

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

Reported AUM

Discretionary
Non-discretionary
149M 128M 106M 85M 64M 43M 21M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary