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Adviser Profile

As of Date 03/11/2025
Adviser Type - Large advisory firm
Number of Employees 12 -14.29%
of those in investment advisory functions 8 -11.11%
Registration SEC, Approved, 02/16/2012
AUM* 1,685,722,520 11.28%
of that, discretionary 1,685,722,520 11.28%
Private Fund GAV* 1,685,722,520 -1.38%
Avg Account Size 421,430,630 11.28%
SMA’s No
Private Funds 5 1
Contact Info 646 xxxxxxx

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

4B 4B 3B 2B 2B 1B 593M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$1,685,722,520

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Brochure Summary