other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 10 -16.67%
of those in investment advisory functions 10
Registration SEC, Approved, 04/10/2017
Other registrations (3)
AUM* 935,805,264 11.55%
of that, discretionary 935,805,264 11.55%
Private Fund GAV* 935,805,263 6.66%
Avg Account Size 116,975,658 -2.39%
SMA’s No
Private Funds 8 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

839M 719M 599M 479M 360M 240M 120M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$935,805,263

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser TRIARTISAN CAPITAL ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.2b AUM1.3b #Funds9
Adviser TIVERTON ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund2.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.0b AUM2.0b #Funds9
Adviser 747 CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.6b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.1b #Funds44
Adviser ACM MANAGEMENT COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund666.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV666.5m AUM666.5m #Funds2
Adviser HUNTER CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund16.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV16.3m AUM1.0b #Funds1
Adviser CROSSPLANE CAPITAL MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund806.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV806.6m AUM806.6m #Funds4
Adviser HUNTER ASSOCIATES LLC Hedge Fund- Liquidity Fund- Private Equity Fund10.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund6.0m Total Private Fund GAV16.6m AUM1.2b #Funds2
Adviser AVITAS WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM996.3m #Funds-
Adviser RESURGENS TECHNOLOGY ADVISORS, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund2.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.1b AUM2.1b #Funds9
Adviser SSW PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund814.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV814.3m AUM814.3m #Funds1

Brochure Summary