Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 09/20/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info (64 xxxxxxx
Websites
AUM* 1,756,431,998 87%
of that, discretionary 1,756,431,998 87%
Number of Employees 6 20%
of those in investment advisory functions 5 25%
Private Fund GAV* 326,766,303
Avg Account Size 292,738,666 -38%
SMA’s No
Private Funds 3 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 1B 1B 753M 502M 251M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck TickerG25457105 Stock NameCREDO TECHNOLOGY GROUP HOLDI $ Position$60,872,200 % Position9.00% $ Change666.00% # Change164.00%
Stck Ticker04626A103 Stock NameASTERA LABS INC $ Position$57,788,996 % Position8.00% $ Change # Change
Stck Ticker871607107 Stock NameSYNOPSYS INC $ Position$47,515,376 % Position7.00% $ Change # Change
Stck Ticker683344105 Stock NameONTO INNOVATION INC $ Position$40,256,862 % Position6.00% $ Change19.00% # Change-36.00%
Stck Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$40,198,972 % Position6.00% $ Change # Change
Stck Ticker032095101 Stock NameAMPHENOL CORP $ Position$37,591,248 % Position5.00% $ Change13.00% # Change-19.00%
Stck Ticker038222105 Stock NameAPPLIED MATLS INC $ Position$37,335,720 % Position5.00% $ Change # Change
Stck TickerG7997R103 Stock NameSEAGATE TECHNOLOGY HLDNGS PL $ Position$33,775,000 % Position5.00% $ Change # Change
Stck Ticker861012102 Stock NameSTMICROELECTRONICS N V $ Position$31,011,949 % Position4.00% $ Change52.00% # Change-30.00%
Stck Ticker880770102 Stock NameTERADYNE INC $ Position$25,024,205 % Position4.00% $ Change # Change