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Company Profile

As of Date 04/30/2025
Adviser Type - Large advisory firm
Number of Employees 18 -18.18%
of those in investment advisory functions 13 -13.33%
AUM* 3,052,882,622 -66.70%
of that, discretionary 3,052,882,622 -66.70%
Private Fund GAV* 3,052,882,622 -42.06%
Avg Account Size 436,126,089 -52.43%
SMA’s No
Private Funds 7 2
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

10B 8B 7B 5B 4B 3B 1B
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count7 GAV$3,052,882,622

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