AUMdb
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Private Fund Manager · Mid-sized ($1B–$10B) CRD 286094 ·
☆ Save with Pro ADV data as of Nov 13, 2025
Regulatory AUM
$7.2B
Discretionary
$7.2B
Clients
16
Avg AUM / client
$452M
Accounts
16
Employees
34

AUM over time

$0 $7.2B
May 2019 Nov 2025

Annual snapshots from Form ADV filings · as of Nov 13, 2025

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 16 $7.2B 100.0%

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 13, 2025.