Adviser Profile

As of Date 07/22/2026
Registration SEC, Approved, 03/06/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 1,107,595,272 138%
of that, discretionary 1,107,595,272 138%
Number of Employees 11 57%
of those in investment advisory functions 8 60%
Private Fund GAV* 44,705,685 1%
Avg Account Size 158,227,896 70%
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

1B 949M 791M 633M 475M 316M 158M
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 Ticker833445109 Stock NameSNOWFLAKE INC $ Position$42,850,165 % Position5.00% $ Change # Change
Stck Ticker882508104 Stock NameTEXAS INSTRS INC $ Position$37,785,440 % Position5.00% $ Change # Change
Stck Ticker531229755 Stock NameLIBERTY MEDIA CORP DEL $ Position$42,416,552 % Position5.00% $ Change12.00% # Change0.00%
Stck Ticker25809K105 Stock NameDOORDASH INC $ Position$33,886,167 % Position4.00% $ Change111.00% # Change72.00%
Stck Ticker69007J304 Stock NameOUTFRONT MEDIA INC $ Position$32,117,576 % Position4.00% $ Change105.00% # Change66.00%
Stck Ticker09857L108 Stock NameBOOKING HOLDINGS INC $ Position$29,183,413 % Position4.00% $ Change26.00% # Change2869.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$36,850,256 % Position4.00% $ Change-24.00% # Change-46.00%
Stck Ticker874054109 Stock NameTAKE-TWO INTERACTIVE SOFTWAR $ Position$33,679,305 % Position4.00% $ Change240.00% # Change168.00%
Stck Ticker94419L101 Stock NameWAYFAIR INC $ Position$30,650,354 % Position4.00% $ Change # Change
Stck Ticker98311A105 Stock NameWYNDHAM HOTELS & RESORTS INC $ Position$34,039,703 % Position4.00% $ Change56.00% # Change51.00%