| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/04/2022 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 3,581,553,000 145% |
| of that, discretionary | 3,581,553,000 145% |
| Number of Employees | 435 5% |
| of those in investment advisory functions | 113 -8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,581,553,000 145% |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds