Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/18/2024
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 478,497,592 23924879500%
of that, discretionary 478,497,592 23924879500%
Number of Employees 9 -10%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 478,497,592 23924879500%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

553M 474M 395M 316M 237M 158M 79M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees