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Adviser Profile

Registration status Terminated
As of Date 03/28/2019
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 1
AUM* 377,751,110
of that, discretionary 377,751,110
Private Fund GAV* 0
Avg Account Size 125,917,037
SMA’s No
Private Funds 0

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

728M 624M 520M 416M 312M 208M 104M
2018 2019
Discretionary
Non-discretionary

Private Funds

No private funds

Employees