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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 09/16/2024
Other registrations (1)
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

Adviser Type

- An investment adviser to a company which has elected to be a business development company

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 1B 851M 638M 425M 213M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees