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Adviser Profile

As of Date 05/28/2025
Adviser Type - Large advisory firm
Number of Employees 17 -41.38%
of those in investment advisory functions 13 -31.58%
Registration SEC, Approved, 01/02/2013
AUM* 1,073,294,730 -42.12%
of that, discretionary 1,073,294,730 -40.48%
Private Fund GAV* 1,073,294,730 -30.54%
Avg Account Size 268,323,683 -27.64%
SMA’s Yes
Private Funds 4
Contact Info 503 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

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

2B 2B 1B 1B 802M 535M 267M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count4 GAV$1,073,294,730

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