| As of Date | 03/27/2026 |
| ADV Location | United States, NY |
| Adviser Type - Large advisory firm | |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 11 10% |
| AUM* | 521,852,085 9% |
| of that, discretionary | 521,852,085 9% |
| Private Fund GAV* | 481,651,064 4% |
| Avg Account Size | 40,142,468 9% |
| SMA’s | Yes |
| Private Funds | 7 2 |
| Websites |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count5 | GAV$470,407,643 |
| Fund TypePrivate Equity Fund | Count2 | GAV$11,243,421 |