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Adviser Profile

As of Date 05/01/2026
Registration SEC, Approved, 09/27/2021
ADV Location SHORT HILLS, NJ, United States
Contact Info 862 xxxxxxx
Websites
AUM* 773,975,853 81%
of that, discretionary 773,975,853 81%
Number of Employees 11 175%
of those in investment advisory functions 4 100%
Private Fund GAV* 34,179,026 32%
Avg Account Size 193,493,963 36%
SMA’s No
Private Funds 4 2

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

774M 663M 553M 442M 332M 221M 111M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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