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Adviser Profile

As of Date 08/03/2026
Registration SEC, Approved, 05/17/2024
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 7,179,805,960 23%
of that, discretionary 7,179,805,960 100%
Number of Employees 498 9%
of those in investment advisory functions 231 11%
Private Fund GAV* 0
Avg Account Size 7,179,805,960
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

7B 6B 5B 4B 3B 2B 1B
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees