Adviser Profile
| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 09/05/2024 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 852 xxxxxxx |
| Websites |
| AUM* | 484,563,356 385% |
| of that, discretionary | 484,563,356 385% |
| Number of Employees | 4 300% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 484,563,356 385% |
| SMA’s | No |
| Private Funds | 0 |
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
509M
436M
363M
291M
218M
145M
73M
2024
2025
2026
Private Funds
No private funds