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Adviser Profile

As of Date 05/21/2026
Registration SEC, Approved, 04/04/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 555,892,738 178%
of that, discretionary 555,892,738 178%
Number of Employees 12 100%
of those in investment advisory functions 8 100%
Private Fund GAV* 255,928,057 1614%
Avg Account Size 138,973,185 -30%
SMA’s No
Private Funds 4 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

556M 476M 397M 318M 238M 159M 79M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary