| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/16/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,489,000,000 136% |
| of that, discretionary | 1,489,000,000 136% |
| Number of Employees | 140 1173% |
| of those in investment advisory functions | 73 2333% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,489,000,000 136% |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds