Adviser Profile

As of Date 02/01/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 92,034,000 -75%
of that, discretionary 92,034,000 -75%
Number of Employees 7 -13%
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 92,034,000 -75%
SMA’s No
Private Funds 0 1

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

Reported AUM

670M 575M 479M 383M 287M 192M 96M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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