Adviser Profile

As of Date 04/09/2026
Registration SEC, Approved, 10/27/2023
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 216 xxxxxxx
AUM* 186,207,000 -19%
of that, discretionary 186,207,000 -19%
Number of Employees 33 136%
of those in investment advisory functions 7 -22%
Private Fund GAV* 0
Avg Account Size 186,207,000 -19%
SMA’s No
Private Funds 0

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

Reported AUM

258M 221M 184M 148M 111M 74M 37M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary