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Adviser Profile

Registration status Terminated
As of Date 06/09/2024
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
AUM* 151,040,000
of that, discretionary 151,040,000
Private Fund GAV* 0
Avg Account Size 151,040,000
SMA’s No
Private Funds 0
Contact Info 312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

136M 116M 97M 78M 58M 39M 19M
2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees