Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 11/04/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 3 |
of those in investment advisory functions | 1 |
Registration | SEC, Approved, 11/08/2024 |
|
|
Former registrations |
AUM* | 400,000,000 |
of that, discretionary | 400,000,000 |
Private Fund GAV* | 400,000,000 100.00% |
Avg Account Size | 400,000,000 |
SMA’s | No |
Private Funds | 1 |
Contact Info | 610 xxxxxxx |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypeReal Estate Fund | Count1 | GAV$400,000,000 |