Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 06/23/2023
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 677,865,615 11%
of that, discretionary 677,865,615 11%
Number of Employees 8 14%
of those in investment advisory functions 6
Private Fund GAV* 677,865,615 11%
Avg Account Size 169,466,404 11%
SMA’s No
Private Funds 4

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

678M 581M 484M 387M 291M 194M 97M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary