Adviser Profile
| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 09/17/2024 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 669,773,501 95% |
| of that, discretionary | 669,773,501 95% |
| Number of Employees | 14 -7% |
| of those in investment advisory functions | 11 22% |
| Private Fund GAV* | 669,773,501 71% |
| Avg Account Size | 167,443,375 144% |
| SMA’s | No |
| Private Funds | 7 1 |
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
670M
574M
478M
383M
287M
191M
96M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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