| As of Date | 12/24/2025 |
| Registration | SEC, Approved, 09/18/2024 |
| ADV Location | JERSEY CITY, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 1,284,068,306 301% |
| of that, discretionary | 1,284,068,306 301% |
| Number of Employees | 821 4% |
| of those in investment advisory functions | 191 2% |
| Private Fund GAV* | 46,564,306 -82% |
| Avg Account Size | 428,022,769 34% |
| SMA’s | No |
| Private Funds | 3 3 |
- Business development companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |