Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/04/2022
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 2,649,967,439 56%
of that, discretionary 2,649,967,439 56%
Number of Employees 142 75%
of those in investment advisory functions 83 137%
Private Fund GAV* 0
Avg Account Size 2,649,967,439 56%
SMA’s No
Private Funds 5 2

Adviser Type

- Large advisory firm

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 2B 2B 2B 1B 757M 379M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary