| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 01/27/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 100.00% |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 10/03/2012 |
| AUM* | 1,330,710,296 -64.83% |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,569,269 -56.04% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 212 xxxxxxx |
| Websites |
- Other
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds