Adviser Profile

As of Date 09/16/2026
Registration SEC, Approved, 09/16/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 443 xxxxxxx
Websites
AUM* 1,456,000,000 373%
of that, discretionary 1,456,000,000 373%
Number of Employees 18 13%
of those in investment advisory functions 8 60%
Private Fund GAV* 0
Avg Account Size 161,777,778 268%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 1B 832M 624M 416M 208M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees