Adviser Profile

As of Date 09/21/2026
Registration SEC, Approved, 06/27/2019
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 1,614,608,829 -28%
of that, discretionary 0
Number of Employees 37 76%
of those in investment advisory functions 32 113%
Private Fund GAV* 0
Avg Account Size 807,304,415 -28%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

Reported AUM

2B 2B 2B 1B 995M 663M 332M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary