Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 09/12/2022
Other registrations (2)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 6,920,379 105%
of that, discretionary 6,920,379 105%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 6,920,379 105%
SMA’s No
Private Funds 0

Adviser Type

- 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

7M 6M 5M 4M 3M 2M 989K
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary