Adviser Profile

As of Date 06/03/2026
Registration SEC, Approved, 09/05/2017
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 100,000,000
of that, discretionary 100,000,000
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 100,000,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

100M 86M 71M 57M 43M 29M 14M
2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees