Adviser Profile

As of Date 08/27/2026
Registration SEC, Approved, 06/13/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,305,986,917 5%
of that, discretionary 1,305,986,917 5%
Number of Employees 71 42%
of those in investment advisory functions 19 -5%
Private Fund GAV* 0
Avg Account Size 652,993,459 -48%
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

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

Reported AUM

1B 1B 933M 746M 560M 373M 187M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary