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Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 09/13/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 176,117,716 35%
of that, discretionary 176,117,716 35%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 176,117,716 40%
Avg Account Size 58,705,905 35%
SMA’s No
Private Funds 3

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

176M 151M 126M 101M 75M 50M 25M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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