Adviser Profile

As of Date 04/29/2026
Registration SEC, Approved, 10/24/2023
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 3,446,912,000 40%
of that, discretionary 3,446,912,000 40%
Number of Employees 119 53%
of those in investment advisory functions 62 29%
Private Fund GAV* 0
Avg Account Size 3,446,912,000 40%
SMA’s No
Private Funds 3 3

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

3B 3B 2B 2B 1B 985M 492M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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