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Adviser Profile

As of Date 07/24/2026
Registration SEC, Approved, 01/04/2024
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 48,435,975 219%
of that, discretionary 48,435,975 219%
Number of Employees 50 150%
of those in investment advisory functions 12 140%
Private Fund GAV* 10,202,500
Avg Account Size 16,145,325 112%
SMA’s No
Private Funds 3 3

Adviser Type

- Related adviser

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

48M 42M 35M 28M 21M 14M 7M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary