AUMdb
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Private Fund Manager · Small ($100M–$1B) CRD 158034 ·
☆ Save with Pro ADV data as of Mar 19, 2025
Regulatory AUM
$801M
Discretionary
$801M
Clients
4
Avg AUM / client
$200M
Accounts
4
Employees
18

AUM over time

$182M $801M
Feb 14, 2012 Mar 19, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2025

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $801M 100.0%

Disciplinary disclosures

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

How they charge

  • Performance-based fees
  • Other fees
  • PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL

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: Mar 19, 2025.