Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 07/12/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 1,611,779,750 56%
of that, discretionary 1,611,779,750 56%
Number of Employees 11
of those in investment advisory functions 5
Private Fund GAV* 597,838,799 53%
Avg Account Size 179,086,639 39%
SMA’s No
Private Funds 10

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

2B 1B 1B 921M 691M 461M 230M
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) }}