Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 11/03/2023
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
Websites
AUM* 348,191,153 333%
of that, discretionary 0
Number of Employees 5 67%
of those in investment advisory functions 4 100%
Private Fund GAV* 0
Avg Account Size 174,095,577 333%
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

Reported AUM

348M 298M 249M 199M 149M 99M 50M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary