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Adviser Profile

As of Date 09/15/2026
Registration SEC, Approved, 08/21/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 2,541,563,595 2018%
of that, discretionary 2,541,563,595 2018%
Number of Employees 16 33%
of those in investment advisory functions 6 50%
Private Fund GAV* 1,563,746,629
Avg Account Size 423,593,933 253%
SMA’s No
Private Funds 3 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other investment advisers

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

4B 4B 3B 2B 2B 1B 614M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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