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Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 09/26/2024
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 366,483,861 -18%
of that, discretionary 297,988,120 -17%
Number of Employees 8
of those in investment advisory functions 3
Private Fund GAV* 297,988,120 -14%
Avg Account Size 28,191,066 -49%
SMA’s No
Private Funds 9 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

361M 309M 258M 206M 155M 103M 52M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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