other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 13 -18.75%
of those in investment advisory functions 7 -12.50%
Registration SEC, Approved, 01/13/2011
AUM* 664,516,181 -47.94%
of that, discretionary 625,935,169 -48.10%
Private Fund GAV* 664,516,181 -25.92%
Avg Account Size 31,643,628 -47.94%
SMA’s No
Private Funds 24 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

2B 2B 1B 1B 807M 538M 269M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count24 GAV$664,516,181

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser BELZBERG & CO. Hedge Fund- Liquidity Fund- Private Equity Fund1.8b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.8b AUM1.7b #Funds58
Adviser OLYMPUS CAPITAL HOLDINGS ASIA LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.6b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.3b #Funds23
Adviser ENTERPRISE INVESTORS Hedge Fund- Liquidity Fund- Private Equity Fund1.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.4b AUM1.2b #Funds8
Adviser HALIFAX INVESTMENT MANAGEMENT, L.L.C. Hedge Fund- Liquidity Fund- Private Equity Fund1.8b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.8b AUM1.8b #Funds8
Adviser ZUCKERMAN INVESTMENT GROUP Hedge Fund- Liquidity Fund- Private Equity Fund17.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV17.5m AUM1.9b #Funds1
Adviser PARABELLUM CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3b AUM1.5b #Funds10
Adviser HARBOURVIEW EQUITY PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund1.8b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.8b AUM2.7b #Funds5
Adviser BALMORAL MANAGEMENT II L.P. Hedge Fund- Liquidity Fund- Private Equity Fund1.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.4b AUM1.4b #Funds4
Adviser INTEGRUM HOLDINGS LP Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.1b AUM2.6b #Funds8
Adviser INSIGNIA CAPITAL GROUP, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund710.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV710.3m AUM710.3m #Funds4

Brochure Summary