Company Profile

As of Date 03/31/2026
ADV Location United States, NY
Websites
AUM* 4,016,785,846 289%
of that, discretionary 4,016,785,846 286%
Number of Employees 38 12%
of those in investment advisory functions 20 11%
Private Fund GAV* 194,644,181 -44%
Avg Account Size 365,162,350 356%
SMA’s Yes
Private Funds 4 3

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

4B 3B 3B 2B 2B 1B 574M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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Related Companies

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