other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Terminated
As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 111 30.59%
of those in investment advisory functions 32 14.29%
AUM* 971,704,458 -3.80%
of that, discretionary 971,704,458 -3.80%
Private Fund GAV* 0 -100.00%
Avg Account Size 80,975,372 -3.80%
SMA’s No
Private Funds 0 12
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1B 866M 722M 577M 433M 289M 144M
2021 2022 2023

Private Funds



Employees

Brochure Summary