Adviser Profile

As of Date 03/28/2025
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 971,704,458 -4%
of that, discretionary 971,704,458 -4%
Number of Employees 111 31%
of those in investment advisory functions 32 14%
Private Fund GAV* 0
Avg Account Size 80,975,372 -4%
SMA’s No
Private Funds 0 12

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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1B 866M 722M 577M 433M 289M 144M
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary