Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 08/23/2023
ADV Location NEW YORK, NY, United States
Contact Info 855 xxxxxxx
Websites
AUM* 3,000,000 -59%
of that, discretionary 3,000,000 -59%
Number of Employees 2 -33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,500,000 -80%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

8M 7M 6M 5M 4M 2M 1M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees