Adviser Profile
| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 04/05/2024 |
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| Former registrations | |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 626,935,148 39% |
| of that, discretionary | 536,193,371 19% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 640,947,856 43% |
| Avg Account Size | 69,659,461 -8% |
| SMA’s | No |
| Private Funds | 13 7 |
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
536M
460M
383M
306M
230M
153M
77M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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