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Company Profile

As of Date 05/04/2026
ADV Location United States, NY
Websites
AUM* 521,852,085 9%
of that, discretionary 521,852,085 9%
Number of Employees 11 10%
of those in investment advisory functions 11 10%
Private Fund GAV* 481,651,064 7%
Avg Account Size 40,142,468 9%
SMA’s Yes
Private Funds 6 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

640M 549M 457M 366M 274M 183M 91M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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