| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 10/29/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 18 157.14% |
| of those in investment advisory functions | 14 250.00% |
| Registration | SEC, Approved, 08/23/2017 |
| AUM* | 1,328,640,340 14.45% |
| of that, discretionary | 1,328,640,340 14.45% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,328,640,340 14.45% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 844 xxxxxxx |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds