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Company Profile

As of Date 12/03/2025
ADV Location United States, DC
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 12 100%
of those in investment advisory functions 10 100%
AUM* 2,121,956,466 -10%
of that, discretionary 2,121,956,466 100%
Private Fund GAV* 2,053,121,973 0%
Avg Account Size 96,452,567
SMA’s No
Private Funds 25 1
Websites

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

3B 3B 2B 2B 1B 957M 478M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count13 GAV$890,821,632
Fund TypeOther Private Fund Count12 GAV$1,162,300,341

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