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Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 06/17/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
Websites
AUM* 218,429,224 32%
of that, discretionary 218,429,224 32%
Number of Employees 8 100%
of those in investment advisory functions 4 33%
Private Fund GAV* 116,218,362 34%
Avg Account Size 72,809,741 32%
SMA’s No
Private Funds 3

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

218M 187M 156M 125M 94M 62M 31M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker78462F103 Stock NameSTATE STR SPDR S&P 500 ETF T (PUT) $ Position$205,361,750 % Position48.00% $ Change # Change
Stck Ticker65341B106 Stock NameXPLR INFRASTRUCTURE LP $ Position$32,689,549 % Position8.00% $ Change21.00% # Change9.00%
Stck Ticker65341B106 Stock NameXPLR INFRASTRUCTURE LP (PUT) $ Position$20,077,000 % Position5.00% $ Change-55.00% # Change-59.00%
Stck Ticker50012A108 Stock NameKODIAK GAS SVCS INC $ Position$22,586,332 % Position5.00% $ Change-15.00% # Change-34.00%
Stck Ticker92840M102 Stock NameVISTRA CORP $ Position$16,227,849 % Position4.00% $ Change8.00% # Change2.00%
Stck Ticker969457100 Stock NameWILLIAMS COS INC $ Position$17,678,052 % Position4.00% $ Change50.00% # Change47.00%
Stck Ticker92840M102 Stock NameVISTRA CORP (PUT) $ Position$11,897,250 % Position3.00% $ Change-12.00% # Change-17.00%
Stck Ticker03674X106 Stock NameANTERO RESOURCES CORP $ Position$13,156,416 % Position3.00% $ Change20.00% # Change45.00%
Stck Ticker03674X106 Stock NameANTERO RESOURCES CORP (PUT) $ Position$10,190,600 % Position2.00% $ Change-16.00% # Change2.00%
Stck Ticker44812J104 Stock NameHUT 8 CORP $ Position$10,008,735 % Position2.00% $ Change236.00% # Change36.00%