Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RJIM receives an advisory fee for investment management services rendered to Carillon Tower Series Hedge Fund, LLC, calculated based on a percentage of net assets in the Fund each month. The advisory fee is detailed in the Fund Private Placement Memorandum. For the Carillon PRISM Quality Factor strategy, RJIM receives an advisory fee ranging from 0.25% to 0.50%, calculated based on a percentage of net assets in the account at each calendar quarter end.
Areas of Practice
Advisor Information
Office location
1740 Broadway, 15th Floor, New York, NY, 10019
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Adrian is an officer (Treasurer) of Candlewood Isle Group, Inc., a C Corp set up to manage his wife's foundation trustee expenses. He plans to manage the C Corp, dedicating a few hours per week, but will not be taking any compensation.