Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/28/2022 |
|
|
|
| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 1,405,229,439 75% |
| of that, discretionary | 1,405,229,439 75% |
| Number of Employees | 23 10% |
| of those in investment advisory functions | 20 18% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,405,229,439 75% |
| 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
1B
1B
1B
803M
602M
401M
201M
2022
2023
2024
2025
2026
Private Funds
No private funds