Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/30/2025 |
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| Former registrations | |
| ADV Location | CHEVY CHASE, MD, United States |
| Contact Info | 571 xxxxxxx |
| Websites |
| AUM* | 316,675,000 |
| of that, discretionary | 219,675,000 100% |
| Number of Employees | 6 200% |
| of those in investment advisory functions | 6 500% |
| Private Fund GAV* | 219,675,000 |
| Avg Account Size | 158,337,500 |
| SMA’s | No |
| Private Funds | 1 |
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
220M
188M
157M
126M
94M
63M
31M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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