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Adviser Profile

Registration status Terminated
As of Date 02/02/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 4 -33.33%
of those in investment advisory functions 2 -50.00%
AUM* 86,521,463 -78.03%
of that, discretionary 86,521,463 -78.03%
Private Fund GAV* 0 -100.00%
Avg Account Size 21,630,366 -67.04%
SMA’s No
Private Funds 0 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
677M 580M 484M 387M 290M 193M 97M
2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck TickerG12729110 Stock NameBOWEN ACQUISITION CORP $ Position$1,827,500 % Position8.00% $ Change2.00% # Change0.00%
Stck TickerG2283U100 Stock NameCOLOMBIER ACQUISITION CORP I $ Position$1,744,200 % Position8.00% $ Change21.00% # Change21.00%
Stck TickerG7573M106 Stock NameRIGEL RESOURCE ACQ CORP $ Position$1,727,300 % Position8.00% $ Change2.00% # Change0.00%
Stck TickerG75389109 Stock NameRF ACQUISITION CORP II $ Position$1,626,912 % Position7.00% $ Change # Change
Stck TickerG5212E105 Stock NameJVSPAC ACQUISITION CORP $ Position$1,551,000 % Position7.00% $ Change2.00% # Change0.00%
Stck TickerG5451A103 Stock NameLEGATO MERGER CORP III $ Position$1,447,690 % Position7.00% $ Change1.00% # Change0.00%
Stck TickerG01341109 Stock NameAIMEI HEALTH TECHNOLOGY CO L $ Position$1,467,200 % Position7.00% $ Change1.00% # Change0.00%
Stck Ticker74841A105 Stock NameQUETTA ACQUISITION CORP $ Position$1,298,960 % Position6.00% $ Change0.00% # Change0.00%
Stck TickerG4023C101 Stock NameGOLDEN STAR ACQUISITION CORP $ Position$1,092,000 % Position5.00% $ Change1.00% # Change0.00%
Stck TickerG3106N125 Stock NameEQV VENTURES ACQUISITION COR $ Position$794,380 % Position4.00% $ Change # Change

Brochure Summary