Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 09/20/2024
Other registrations (1)
ADV Location JERSEY CITY, NJ, United States
Contact Info 917 xxxxxxx
Websites
AUM* 582,518,964
of that, discretionary 582,518,964
Number of Employees 13 63%
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 194,172,988
SMA’s No
Private Funds 0

Adviser Type

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

Client Types

- Investment companies
- State or municipal government entities

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

583M 499M 416M 333M 250M 166M 83M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees