Adviser Profile

As of Date 08/17/2026
Registration SEC, Approved, 01/03/2024
Other registrations (1)
ADV Location SUMMIT, NJ, United States
Contact Info 973 xxxxxxx
Websites
AUM* 4,643,831,928 142%
of that, discretionary 4,643,831,928 142%
Number of Employees 17 42%
of those in investment advisory functions 6
Private Fund GAV* 4,533,016,464 152%
Avg Account Size 331,702,281 73%
SMA’s No
Private Funds 11 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

4B 3B 3B 2B 2B 1B 562M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary