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Investment Adviser · Small ($100M–$1B)
CRD 160574
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ADV data as of May 01, 2025
- Regulatory AUM
- $362M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $362M
- Accounts
- 1
- Employees
- 1
AUM over time
$290M
$1.4B
Feb 13, 2012
May 1, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $362M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • US SUB ADVISOR TO NON US PARENT UNDERTAKING
Services
- • Other services
Custody
Firm reports it does not have 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: May 01, 2025.