| As of Date | 06/22/2026 |
| Registration | SEC, Approved, 04/20/2023 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 5,154,561,141 66% |
| of that, discretionary | 4,687,668,885 72% |
| Number of Employees | 119 -17% |
| of those in investment advisory functions | 107 -2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,551,763 68% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds