Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/14/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 335,200,901
of that, discretionary 335,200,901 100%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 167,600,451
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

Reported AUM

335M 287M 239M 192M 144M 96M 48M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees