| As of Date | 06/26/2026 |
| Registration | SEC, Approved, 07/08/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | (21 xxxxxxx |
| AUM* | 317,573,543 -4% |
| of that, discretionary | 317,573,543 -4% |
| Number of Employees | 80 7% |
| of those in investment advisory functions | 15 |
| Private Fund GAV* | 307,298,009 11% |
| Avg Account Size | 317,573,543 -4% |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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