Adviser Profile

AUM* 140,139,507 -3%
of that, discretionary 140,139,507 -3%
Number of Employees 21 -45%
of those in investment advisory functions 10 -29%
Private Fund GAV* 0 -100%
Avg Account Size 2,644,142 -3%
SMA’s No
Private Funds 0 54

Adviser Type

- Large advisory firm

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

340M 291M 243M 194M 146M 97M 49M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary