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Adviser Profile

Registration status Terminated
As of Date 09/27/2024
Adviser Type - Large advisory firm
Number of Employees 11 -50.00%
of those in investment advisory functions 8 14.29%
AUM* 2,237,536,726 -21.21%
of that, discretionary 2,237,536,726 -21.21%
Private Fund GAV* 0 -100.00%
Avg Account Size 372,922,788 18.19%
SMA’s No
Private Funds 0 4
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

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
3B 3B 2B 2B 1B 941M 471M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary