Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 10/03/2022
ADV Location NEW YORK, NY, United States
Contact Info +1( xxxxxxx
Websites
AUM* 1,749,453,073 19%
of that, discretionary 0
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 249,921,868 -15%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

Reported AUM

2B 1B 1B 1,000M 750M 500M 250M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary