Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 04/28/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 3 |
of those in investment advisory functions | 3 |
Registration | SEC, Approved, 05/28/2025 |
|
|
Former registrations |
AUM* | 151,554,875 |
of that, discretionary | 151,554,875 |
Private Fund GAV* | 151,554,875 100.00% |
Avg Account Size | 75,777,438 |
SMA’s | No |
Private Funds | 2 |
Contact Info | 216 xxxxxxx |
Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypeOther Private Fund | Count2 | GAV$151,554,875 |