Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 11/15/2023
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
AUM* 166,639,808 457%
of that, discretionary 166,639,808 457%
Number of Employees 7
of those in investment advisory functions 4
Private Fund GAV* 166,639,808 17%
Avg Account Size 55,546,603 457%
SMA’s No
Private Funds 3

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
- Performance-based fees

Reported AUM

167M 143M 119M 95M 71M 48M 24M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary