Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 07/10/2017
ADV Location NEW YORK, NY, United States
Contact Info +1 xxxxxxx
Websites
AUM* 237,568,569 638%
of that, discretionary 237,568,569 638%
Number of Employees 5 -44%
of those in investment advisory functions 4 -43%
Private Fund GAV* 0
Avg Account Size 237,568,569 638%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

2B 2B 1B 1B 765M 510M 255M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary