Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 11/16/2018
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,142,600,000 330%
of that, discretionary 1,142,600,000 330%
Number of Employees 9 -91%
of those in investment advisory functions -100%
Private Fund GAV* 0
Avg Account Size 1,142,600,000 330%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- 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

Reported AUM

1B 979M 816M 653M 490M 326M 163M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees