| As of Date | 06/12/2026 |
| Registration | SEC, Approved, 08/09/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 332 xxxxxxx |
| Websites |
| AUM* | 27,990,857,842 83% |
| of that, discretionary | 27,990,857,842 83% |
| Number of Employees | 24 118% |
| of those in investment advisory functions | 13 86% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,866,057,189 10% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds