| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/17/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 4,604,859,717 8% |
| of that, discretionary | 844,705,588 50% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 844,705,588 51% |
| Avg Account Size | 383,738,310 18% |
| SMA’s | No |
| Private Funds | 1 |
- Banking or thrift institutions
- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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