Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/12/2022
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 766,045,400 3943%
of that, discretionary 766,045,400 3943%
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 51,069,693 3404%
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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

766M 657M 547M 438M 328M 219M 109M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees