other names

Adviser Profile

Registration status Terminated
As of Date 07/18/2022
Adviser Type - Large advisory firm
Number of Employees 10 -9.09%
of those in investment advisory functions 6 -14.29%
AUM* 825,751,000 8.38%
of that, discretionary 825,751,000 8.38%
Private Fund GAV* 0
Avg Account Size 91,750,111 8.38%
SMA’s No
Private Funds 0 3
Contact Info 203 xxxxxxx
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

826M 708M 590M 472M 354M 236M 118M
2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees