Adviser Profile

As of Date 06/17/2026
Registration SEC, Approved, 09/13/2023
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 98,041,168 9804017%
of that, discretionary 98,041,168 9804017%
Number of Employees 48 17%
of those in investment advisory functions 26
Private Fund GAV* 0
Avg Account Size 98,041,168 9804017%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser to a company which has elected to be a business development company

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

101M 87M 72M 58M 43M 29M 14M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees