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Adviser Profile

Registration status Terminated
As of Date 01/31/2025
Adviser Type - Large advisory firm
Number of Employees 22 -29.03%
of those in investment advisory functions 6 -70.00%
AUM* 1,348,867,183 102.37%
of that, discretionary 1,348,867,183 102.37%
Private Fund GAV* 0 -100.00%
Avg Account Size 337,216,796 51.78%
SMA’s No
Private Funds 0 1
Contact Info 646 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
4B 3B 3B 2B 2B 1B 517M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary