Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 09/05/2024
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
Websites
AUM* 152,605,395 176%
of that, discretionary 152,605,395 176%
Number of Employees 11 10%
of those in investment advisory functions 7 17%
Private Fund GAV* 152,605,394 103%
Avg Account Size 10,173,693 84%
SMA’s No
Private Funds 16 6

Adviser Type

- Large advisory firm
- Related adviser

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

153M 131M 109M 87M 65M 44M 22M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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