Adviser Profile

As of Date 04/12/2025
Registration status Terminated
ADV Location WESTBURY, NY, United States
Contact Info 855 xxxxxxx
Websites
AUM* 107,809,516 -17%
of that, discretionary 107,809,516 -17%
Number of Employees 3 -25%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 53,904,758 -17%
SMA’s No
Private Funds 0 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

283M 243M 202M 162M 121M 81M 40M
2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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