Adviser Profile

As of Date 03/28/2026
Registration SEC, Approved, 02/02/2018
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 189,091,888 7%
of that, discretionary 189,091,888 7%
Number of Employees 11 -21%
of those in investment advisory functions 11 -21%
Private Fund GAV* 0
Avg Account Size 189,091,888 7%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

189M 162M 135M 108M 81M 54M 27M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees