Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 07/16/2024 |
|
|
|
| Former registrations | |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 355,949,280 63% |
| of that, discretionary | 355,949,280 81% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 355,949,277 95% |
| Avg Account Size | 35,594,928 9% |
| SMA’s | No |
| Private Funds | 10 3 |
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
356M
305M
254M
203M
153M
102M
51M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |