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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- An investment adviser to a company which has elected to be a business development company
Number of Employees 66 34.69%
of those in investment advisory functions 47 27.03%
Registration SEC, Approved, 04/29/2022
AUM* 8,513,442,253 257.96%
of that, discretionary 8,513,442,253 257.96%
Private Fund GAV* 0
Avg Account Size 8,513,442,253 257.96%
SMA’s No
Private Funds 0
Contact Info 469 xxxxxxx
Websites

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 2B 1B 1B 680M 340M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees