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Adviser Profile

As of Date 11/14/2025
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 165,764,000
of that, discretionary 165,764,000
Number of Employees 3 -25%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0 -100%
Avg Account Size 41,441,000
SMA’s No
Private Funds 0 5

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

295M 253M 211M 169M 126M 84M 42M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary