Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 10/12/2018
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 17,498,999,205 19%
of that, discretionary 18,127,833 100%
Number of Employees 36 29%
of those in investment advisory functions 23 -12%
Private Fund GAV* 0
Avg Account Size 8,749,499,603 -41%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

17B 15B 12B 10B 7B 5B 2B
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary