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Adviser Profile

As of Date 03/28/2026
Registration SEC, Approved, 06/07/2024
Other registrations (1)
ADV Location SUMMIT, NJ, United States
Contact Info 212 xxxxxxx
AUM* 527,280,000 10%
of that, discretionary 527,280,000 10%
Number of Employees 2 -33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 527,280,000 10%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

527M 452M 377M 301M 226M 151M 75M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary