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Adviser Profile
| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 07/29/2024 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 122,851,034 131% |
| of that, discretionary | 122,851,034 131% |
| Number of Employees | 6 -33% |
| of those in investment advisory functions | 4 -50% |
| Private Fund GAV* | 130,457,687 113% |
| Avg Account Size | 30,712,759 74% |
| SMA’s | No |
| Private Funds | 11 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
289M
248M
207M
165M
124M
83M
41M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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