Adviser Profile

AUM* 2,023,041,534
of that, discretionary 2,023,041,534
Number of Employees 10
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 252,880,192
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

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 1B 1B 867M 578M 289M
2024
Discretionary
Non-discretionary

Private Funds

Employees