Adviser Profile
| As of Date | 08/07/2026 |
| Registration status | Terminated |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 929 xxxxxxx |
| Websites |
| AUM* | 1,991,508,601 -28% |
| of that, discretionary | 1,991,508,601 -28% |
| Number of Employees | 15 -25% |
| of those in investment advisory functions | 11 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 663,836,200 45% |
| 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
3B
2B
2B
2B
1B
787M
394M
2021
2022
2023
2024
2025
2026