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Adviser Profile

As of Date 03/21/2025
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 8
Registration SEC, 120-Day Approval, 01/05/2024
Other registrations (1)
AUM* 290,092,684
of that, discretionary 40,660,403
Private Fund GAV* 40,660,403 278.24%
Avg Account Size 72,523,171
SMA’s No
Private Funds 3
Contact Info 917 xxxxxxx

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$40,660,403

Brochure Summary