Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 09/12/2024
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 4,603,000,000
of that, discretionary 4,603,000,000
Number of Employees 3
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 1,534,333,333
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

5B 4B 3B 3B 2B 1B 658M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees