Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 03/11/2024
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 43,814,741 -52%
of that, discretionary 43,814,741 -52%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 43,814,741 -9%
Avg Account Size 43,814,741 -52%
SMA’s No
Private Funds 1

Adviser Type

- Mid-sized 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

91M 78M 65M 52M 39M 26M 13M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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