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* 601,751,115 1664%
of that, discretionary 601,751,115 1664%
Number of Employees 29 26%
of those in investment advisory functions 12 9%
Private Fund GAV* 0
Avg Account Size 601,751,115 1664%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser to a company which has elected to be a business development company

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

602M 516M 430M 344M 258M 172M 86M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees