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Adviser Profile

As of Date 04/14/2026
Registration SEC, Approved, 09/24/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 1-2 xxxxxxx
Websites
AUM* 143,916,878 147%
of that, discretionary 143,916,878 147%
Number of Employees 6 50%
of those in investment advisory functions 4
Private Fund GAV* 17,479,585 51%
Avg Account Size 71,958,439 147%
SMA’s No
Private Funds 2 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

144M 123M 103M 82M 62M 41M 21M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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