Adviser Profile
| As of Date | 05/28/2026 |
| Registration | SEC, Approved, 09/20/2024 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 330,672,080 65% |
| of that, discretionary | 330,672,080 65% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 141,078,954 -29% |
| Avg Account Size | 330,672,080 65% |
| SMA’s | No |
| Private Funds | 3 2 |
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
345M
296M
246M
197M
148M
99M
49M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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