Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 01/03/2023
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 1 ( xxxxxxx
Websites
AUM* 2,329,557,992 130%
of that, discretionary 0
Number of Employees 2 -50%
of those in investment advisory functions 2 -50%
Private Fund GAV* 0
Avg Account Size 776,519,331 53%
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

- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 2B 1B 998M 666M 333M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary