Adviser Profile

As of Date 09/16/2026
Registration SEC, Approved, 06/02/2023
ADV Location NEW YORK, NY, United States
Contact Info 651 xxxxxxx
Websites
AUM* 1,412,098,121 94%
of that, discretionary 1,412,098,121 94%
Number of Employees 4 -20%
of those in investment advisory functions 4 -20%
Private Fund GAV* 1,412,098,121 24%
Avg Account Size 176,512,265 70%
SMA’s No
Private Funds 8 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1B 1B 1B 807M 605M 403M 202M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary