Adviser Profile

As of Date 03/29/2026
Registration SEC, Approved, 07/15/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 279,099,659 7%
of that, discretionary 279,099,659 7%
Number of Employees 4 -43%
of those in investment advisory functions 2 -50%
Private Fund GAV* 279,099,659 7%
Avg Account Size 279,099,659 326%
SMA’s No
Private Funds 3 5

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

279M 239M 199M 159M 120M 80M 40M
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) }}