Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/06/2023 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| AUM* | 428,851,000 36% |
| of that, discretionary | 428,851,000 36% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 142,950,333 36% |
| 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
429M
368M
306M
245M
184M
123M
61M
2023
2024
2025
2026
Private Funds
No private funds