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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 3
Registration SEC, Approved, 07/05/2013
Other registrations (1)
AUM* 187,368,276 -38.16%
of that, discretionary 187,368,276 -38.16%
Private Fund GAV* 58,907,604 -48.70%
Avg Account Size 37,473,655 -25.79%
SMA’s Yes
Private Funds 3
Contact Info 646 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for investment companies
- 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
316M 271M 225M 180M 135M 90M 45M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$58,907,604

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Brochure Summary