Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 04/12/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 262,188,502 949%
of that, discretionary 262,188,502 949%
Number of Employees 29 26%
of those in investment advisory functions 12 9%
Private Fund GAV* 86,255,296 4245%
Avg Account Size 262,188,502 949%
SMA’s No
Private Funds 2 1

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

262M 225M 187M 150M 112M 75M 37M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary