Adviser Profile

As of Date 05/08/2026
Registration SEC, Approved, 05/24/2024
Other registrations (1)
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

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1B 1B 938M 751M 563M 375M 188M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary