Adviser Profile

As of Date 06/12/2026
Registration SEC, Approved, 08/09/2024
Other registrations (1)
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

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

28B 24B 20B 16B 12B 8B 4B
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees