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Adviser Profile

As of Date 06/08/2026
Registration SEC, Approved, 06/06/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 326,622,435 -19%
of that, discretionary 326,622,435 -19%
Number of Employees 8
of those in investment advisory functions 7
Private Fund GAV* 326,622,435 -19%
Avg Account Size 17,190,654 -11%
SMA’s No
Private Funds 19 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

413M 354M 295M 236M 177M 118M 59M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary