Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 08/11/2022
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,530,948,280 19%
of that, discretionary 1,530,948,280 19%
Number of Employees 67 6%
of those in investment advisory functions 11
Private Fund GAV* 0
Avg Account Size 191,368,535 138%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 1B 1B 875M 656M 437M 219M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees