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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 10 11.11%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 04/16/2014
Other registrations (1)
AUM* 141,919,465 -6.36%
of that, discretionary 141,919,465 -6.36%
Private Fund GAV* 141,919,465 -37.53%
Avg Account Size 47,306,488 -6.36%
SMA’s No
Private Funds 4
Contact Info 212 xxxxxxx

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
223M 191M 159M 127M 95M 64M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$141,919,465

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Brochure Summary