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Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 01/05/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 1,825,125,692 16%
of that, discretionary 1,825,125,692 16%
Number of Employees 14 27%
of those in investment advisory functions 9 29%
Private Fund GAV* 1,825,125,692 16%
Avg Account Size 912,562,846 -42%
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

2B 2B 1B 1B 782M 521M 261M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker78462F103 Stock NameSTATE STR SPDR S&P 500 ETF T (PUT) $ Position$238,966,400 % Position32.00% $ Change63.00% # Change42.00%
Stck Ticker21874A106 Stock NameCORE SCIENTIFIC INC NEW $ Position$116,434,500 % Position16.00% $ Change76.00% # Change3.00%
Stck Ticker67623C307 Stock NameOFFICE PPTYS INCOME TR $ Position$94,379,155 % Position13.00% $ Change # Change
Stck Ticker81761L102 Stock NameSERVICE PPTYS TR $ Position$92,443,000 % Position12.00% $ Change # Change
Stck Ticker21874A106 Stock NameCORE SCIENTIFIC INC NEW (PUT) $ Position$63,975,000 % Position9.00% $ Change # Change
Stck Ticker464287655 Stock NameISHARES TR (PUT) $ Position$34,551,750 % Position5.00% $ Change # Change
Stck Ticker379378201 Stock NameGLOBAL NET LEASE INC $ Position$27,015,178 % Position4.00% $ Change-4.00% # Change0.00%
Stck Ticker21874A106 Stock NameCORE SCIENTIFIC INC NEW (CALL) $ Position$25,590,000 % Position3.00% $ Change # Change
Stck Ticker14040H105 Stock NameCAPITAL ONE FINL CORP $ Position$15,467,802 % Position2.00% $ Change10.00% # Change0.00%
Stck Ticker278768106 Stock NameECHOSTAR CORP $ Position$15,149,687 % Position2.00% $ Change-29.00% # Change-18.00%

Brochure Summary