Adviser Profile

As of Date 11/04/2026
Registration SEC, Approved, 08/07/2023
Other registrations (2)
Contact Info 646 xxxxxxx
Websites
AUM* 348,559,102 22%
of that, discretionary 348,559,102 291%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 116,186,367 30%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

Reported AUM

152M 130M 108M 87M 65M 43M 22M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary