Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/28/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 297,607,139 21%
of that, discretionary 297,607,139 21%
Number of Employees 7 17%
of those in investment advisory functions 5
Private Fund GAV* 297,607,139 21%
Avg Account Size 42,515,306 3%
SMA’s No
Private Funds 7 1

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

298M 255M 213M 170M 128M 85M 43M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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