Adviser Profile
| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 07/09/2024 |
|
|
|
| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 347 xxxxxxx |
| Websites |
| AUM* | 749,024,030 60% |
| of that, discretionary | 527,402,988 13% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 527,402,988 15% |
| Avg Account Size | 149,804,806 28% |
| SMA’s | No |
| Private Funds | 4 |
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
527M
452M
377M
301M
226M
151M
75M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |