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Adviser Profile

Registration status Terminated
As of Date 03/19/2023
Adviser Type - Mid-sized advisory firm
Number of Employees 4
of those in investment advisory functions 3
AUM* 96,883,590
of that, discretionary 96,883,590
Private Fund GAV* 0
Avg Account Size 16,147,265
SMA’s No
Private Funds 0 6
Contact Info 646 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1B 1B 858M 686M 515M 343M 172M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees