Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/15/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 1-6 xxxxxxx
Websites
AUM* 36,516,917
of that, discretionary 36,516,917 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 18,258,459
SMA’s No
Private Funds 0

Adviser Type

- 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

37M 31M 26M 21M 16M 10M 5M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary