Adviser Profile

As of Date 05/15/2026
Registration SEC, Approved, 11/24/2014
ADV Location PITTSBURGH, PA, United States
Contact Info 312 xxxxxxx
AUM* 2,716,618,620 410%
of that, discretionary 18,204,736 -97%
Number of Employees 12 -20%
of those in investment advisory functions 12 -20%
Private Fund GAV* 0
Avg Account Size 679,154,655 283%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Business development companies
- 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

3B 2B 2B 2B 1B 771M 385M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary