| As of Date | 04/13/2026 |
| Registration | SEC, Approved, 10/28/2020 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,217,827,502 65% |
| of that, discretionary | 1,217,827,502 65% |
| Number of Employees | 162 -14% |
| of those in investment advisory functions | 21 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,217,827,502 65% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds