AUMdb
N

N

Private Fund Manager · Mid-sized ($1B–$10B) CRD 307525 ·
☆ Save with Pro ADV data as of Dec 22, 2025
Regulatory AUM
$4.1B
Discretionary
$4.1B
Clients
9
Avg AUM / client
$455M
Accounts
9
Employees
240

AUM over time

$0 $7.6B
Feb 27, 2020 Dec 22, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Dec 22, 2025

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 9 $4.1B 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: Dec 22, 2025.