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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

316M 271M 225M 180M 135M 90M 45M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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

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Brochure Summary