Adviser Profile

AUM* 34,166,105 -16%
of that, discretionary 34,166,105 -16%
Number of Employees 5 -29%
of those in investment advisory functions 5 -29%
Private Fund GAV* 0 -100%
Avg Account Size 34,166,105 -16%
SMA’s No
Private Funds 0 1

Adviser Type

- Mid-sized 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

41M 35M 29M 23M 17M 12M 6M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees