Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 01/03/2020
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 376,922,000
of that, discretionary 376,922,000 100%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 376,922,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

577M 495M 412M 330M 247M 165M 82M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary