Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 10/09/2024
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 3,780,035,559 19%
of that, discretionary 3,780,035,559 19%
Number of Employees 178 24%
of those in investment advisory functions 52 -7%
Private Fund GAV* 3,780,035,559 14%
Avg Account Size 945,008,890 19%
SMA’s No
Private Funds 4

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

4B 3B 3B 2B 2B 1B 540M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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