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Adviser Profile

Registration status Terminated
As of Date 04/02/2023
Adviser Type - Large advisory firm
Number of Employees 5 -16.67%
of those in investment advisory functions 4 -20.00%
AUM* 93,406,562 -3.13%
of that, discretionary 93,406,562 -3.13%
Private Fund GAV* 0
Avg Account Size 93,406,562 -3.13%
SMA’s No
Private Funds 0 1
Contact Info 202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

319M 274M 228M 183M 137M 91M 46M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees