Adviser Profile

As of Date 01/08/2026
Registration SEC, Approved, 03/08/2017
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
AUM* 9,194,340,000 1701%
of that, discretionary 0 -100%
Number of Employees 6 50%
of those in investment advisory functions 6 50%
Private Fund GAV* 0
Avg Account Size 137,228,955 276%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

9B 8B 7B 5B 4B 3B 1B
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees