Adviser Profile
| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 07/24/2024 |
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| Former registrations | |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 546,141,414 45% |
| of that, discretionary | 546,141,414 45% |
| Number of Employees | 15 50% |
| of those in investment advisory functions | 12 50% |
| Private Fund GAV* | 546,141,413 42% |
| Avg Account Size | 91,023,569 -52% |
| SMA’s | No |
| Private Funds | 6 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
546M
468M
390M
312M
234M
156M
78M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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