{{ Info.Overview }}

Adviser Profile

As of Date 05/19/2026
Registration SEC, Approved, 07/19/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 218,271,096 8%
of that, discretionary 177,623,596 -12%
Number of Employees 8 14%
of those in investment advisory functions 5
Private Fund GAV* 32,685,173 -18%
Avg Account Size 43,654,219 -14%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

202M 173M 144M 116M 87M 58M 29M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}