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Adviser Profile

Registration status Terminated
As of Date 04/14/2023
Adviser Type - Large advisory firm
Number of Employees 4 -50.00%
of those in investment advisory functions 1 -66.67%
AUM* 473,055,094 -21.76%
of that, discretionary 473,055,094 -21.76%
Private Fund GAV* 0
Avg Account Size 157,685,031 56.49%
SMA’s No
Private Funds 0 6
Contact Info 804 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

948M 812M 677M 542M 406M 271M 135M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary