Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 10/23/2018
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
AUM* 485,749,748 -14%
of that, discretionary 458,001,352 -9%
Number of Employees 11 -8%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 34,696,411 -20%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Insurance companies

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

2B 1B 1B 882M 661M 441M 220M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary