Adviser Profile

As of Date 04/21/2026
Registration SEC, Approved, 07/15/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 150,372,685 47%
of that, discretionary 150,372,685 47%
Number of Employees 13 30%
of those in investment advisory functions 10 43%
Private Fund GAV* 150,372,685 47%
Avg Account Size 75,186,343 47%
SMA’s No
Private Funds 3 1

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

150M 129M 107M 86M 64M 43M 21M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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