| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/30/2016 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 5,146,897,079 -12% |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,146,897,079 -12% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 11 22%
of those in investment advisory functions 10 11%
- Other investment advisers
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Fixed fees (other than subscription fees)
No private funds