Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 10/04/2023 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 4,384,466 -88% |
| of that, discretionary | 4,384,466 -89% |
| Number of Employees | 25 19% |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 876,893 -88% |
| 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
38M
33M
27M
22M
16M
11M
5M
2023
2024
2025
2026
Private Funds
No private funds