Adviser Profile

As of Date 02/23/2026
Registration SEC, Approved, 07/10/2014
Contact Info 415 xxxxxxx
AUM* 531,965,624 -51%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 531,965,624 -51%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

2B 2B 1B 1B 838M 559M 279M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary