other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Terminated
As of Date 02/05/2025
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 5
AUM* 352,053,346 7.33%
of that, discretionary 352,053,346 7.33%
Private Fund GAV* 0 -100.00%
Avg Account Size 88,013,337 -46.34%
SMA’s No
Private Funds 0 2
Contact Info 404 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

Reported AUM

Discretionary
Non-discretionary
335M 287M 239M 191M 143M 96M 48M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary