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Adviser Profile

Registration status Terminated
As of Date 12/18/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 4
of those in investment advisory functions 4
AUM* 55,066,463 -72.89%
of that, discretionary 55,066,463 -72.89%
Private Fund GAV* 0 -100.00%
Avg Account Size 27,533,232 -59.33%
SMA’s No
Private Funds 0 2
Contact Info 410 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
335M 288M 240M 192M 144M 96M 48M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Brochure Summary