Adviser Profile

As of Date 08/25/2025
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 415 xxxxxxx
Websites
AUM* 101,000,987 -5%
of that, discretionary 101,000,987 -5%
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 33,666,996 27%
SMA’s No
Private Funds 0 4

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

224M 192M 160M 128M 96M 64M 32M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary