| As of Date | 05/08/2026 |
| Registration | SEC, Approved, 05/24/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 1,406,841,589 5527% |
| of that, discretionary | 1,406,841,589 5527% |
| Number of Employees | 20 -33% |
| of those in investment advisory functions | 15 -25% |
| Private Fund GAV* | 287,598,454 |
| Avg Account Size | 703,420,795 5527% |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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