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Adviser Profile

Registration status Terminated
As of Date 04/15/2022
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 1

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

270M 232M 193M 155M 116M 77M 39M
2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees