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Adviser Profile

As of Date 03/31/2021
Registration status Terminated
ADV Location NEW YORK, NY, United States
AUM* 55,774,000
of that, discretionary 0
Number of Employees 98
of those in investment advisory functions 98
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

200M 171M 143M 114M 86M 57M 29M
2019 2020 2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees