Adviser Profile

As of Date 06/17/2026
Registration SEC, Approved, 07/29/2019
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 220,900,347 25%
of that, discretionary 220,900,347 25%
Number of Employees 25
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 220,900,347 25%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser to a company which has elected to be a business development company

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

221M 189M 158M 126M 95M 63M 32M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees