| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/04/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 10 |
| of those in investment advisory functions | 3 |
| Registration | SEC, Approved, 06/28/2024 |
|
|
|
| Former registrations | |
| AUM* | 171,355,837 13.78% |
| of that, discretionary | 122,580,440 10.25% |
| Private Fund GAV* | 76,726,781 17.15% |
| Avg Account Size | 9,018,728 13.78% |
| SMA’s | No |
| Private Funds | 4 |
| Contact Info | 786 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Banking or thrift institutions
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$1,552,396 |
| Fund TypePrivate Equity Fund | Count2 | GAV$36,020,732 |
| Fund TypeOther Private Fund | Count1 | GAV$39,153,653 |