Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/28/2023
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,157,337,008 155%
of that, discretionary 1,157,337,008 155%
Number of Employees 144 112%
of those in investment advisory functions 42 17%
Private Fund GAV* 0
Avg Account Size 1,157,337,008 155%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser to a company which has elected to be a business development company

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

1B 992M 827M 661M 496M 331M 165M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary