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Adviser Profile

As of Date 04/01/2025
Adviser Type - Outside the United States
Number of Employees 15 15.38%
of those in investment advisory functions 9 50.00%
Registration SEC, Approved, 10/23/2008
AUM* 11,912,866 -92.00%
of that, discretionary 11,912,866 -92.00%
Private Fund GAV* 0
Avg Account Size 1,985,478 -92.00%
SMA’s Yes
Private Funds 0
Contact Info 55- 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

616M 528M 440M 352M 264M 176M 88M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary